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Tenant resilience is key as rental recovery rates fall
Real estate investors are fast having to learn that sustainability of cashflow is perhaps just as important, if not more so, than location.
Analysing the shift from bad to less bad
The stimulus to fight the economic shutdown in the wake of the coronavirus is second only to the Marshall Plan following the Second World War.
Fed unleashes unprecedented QE, but unclear if Congress will act soon enough
The Fed has launched QE infinity, committing to unlimited purchases of government bonds and mortgage backed securities.
Merkel’s decision to step down as CDU leader could be positive for Germany
Market impact should be small and positive. For investors, there's no reason to be nervous. Recent volatility will bring opportunities.
Trade wars revisited: US politics and impact on China
The US-China trade war relates to the US electoral cycle and to Trump’s image as ‘deal maker’, and also has a longer-term impact on China.
As market sells off, stay vigilant but calm
In light of the recent sell-off, it is important to watch the current apparent risks closely while focusing on stock selection rather than macro forecasting.
Tech stocks sell off, but fundamentals remain intact
Tech stocks fared badly in the recent sell off, but fundamentals remain intact.
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