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Property
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?
29 September 2020
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4 min read
Asia
The 90s are back. The wave of nostalgia has finally rolled into a new decade, dredging up ripped jeans, doc martens and bucket hats.
28 September 2020
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3 min read
US
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.
28 September 2020
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4 min read
Emerging markets
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...
25 September 2020
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4 min read
Markets
It is always hard to know what will happen with markets. We’re not in the business of offering predictions. Instead, like some of the successful sovereign and endowment funds whose approach we aspire to, we prefer to rely on the evidence.
24 September 2020
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3 min read