For years my co-managers have laughed at my obsession with lifts. One of my favourites is in the Bulgarian Central Bank building.
Boris Johnson was elected last year with a clear mandate to get Brexit done and he delivered by taking Britain out of the EU on 31st January 2020. All that is left is to arrange Britain and the EU’s future relationship.
As governments across the world seek to rebuild their shattered economies, they have announced significant spending plans to generate growth.
At the height of lockdown earlier this year, investors were apprehensive about deploying capital into the market. This sentiment has sharply reversed course, with investors now increasingly concerned about missing out on the continuing rally.
The question most relevant to global listed real estate at present is whether the pandemic temporarily or permanently changes the way the economy utilises real estate and/or simply reinforces pre-existing secular trends?
The 90s are back. The wave of nostalgia has finally rolled into a new decade, dredging up ripped jeans, doc martens and bucket hats.
The much-publicised FAANG stocks – Facebook, Amazon, Apple, Netflix and Google/Alphabet – have been the driving force behind the striking rebound for the US stock market since the depths of the coronavirus panic in March.
Compassionate and mindful approach needed
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Emerging markets overall felt a dose of optimism in August amid hopes for a Covid-19 vaccine, continued easy monetary policy globally and improving economic data pointing toward recovery. Chetan Sehgal, lead portfolio manager and Andrew Ness, portfolio...