Insights

First quarter earnings are in, and profits are booming.

Over the past decade, ESG awareness, focus and reporting has been increasing among asset owners, companies, and investors alike. The global listed real estate industry is no different, and as investors in this space we have seen significant improvements in recent years in ESG disclosure and initiatives.

It’s that time in the cycle again. US bond markets and commentors are worried about inflation. But with US unemployment at 6.2%, should this be a concern?

The year 2020 was extraordinary for most risk assets. As we wrote in last month’s Investment Perspectives, the unprecedented fiscal response to the pandemic caught some investors wrong-footed.  

The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil. 

With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundamentals.

Recent market-sensitive events, including the outcome of the US presidential election and Pfizer’s coronavirus vaccine announcement, have resulted in some significant swings in market prices across global equities and listed real estate.

Chris Bedingfield addresses some of the myths and misconceptions of retail property to establish whether today’s depressed prices represent an opportunity or a trap.

In June, we provided an update on the real estate market and some early observations regarding the impact of COVID-19