A Tactical Tilt at Interest Rate Sensitives
We remain underweight interest rate sensitive stocks. The rise in global yields has been driven by Fed policy alone, and this looks set to continue...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
3.4k Views
Global Capital Trends In Real Estate In 2016
Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...
1.3k Views
Land Market – Bid to Win, or Bid to Try Your Luck?
Bid to win, or bid to try your luck...Developers often enter into land bids with different strategies. They may aggressively “bid to win”,...
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Top 5 Risks for Business in Asia Pacific
Control Risks, the pre-eminent global risk consultancy, has identified the following key business risks in Asia Pacific for 2017.Written by Steve...
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