Primer: Aeon Reit Investment (3292 JP) - Aug 2026
Dominant Sponsor Relationship: AEON REIT's primary strength and core strategy revolve around its symbiotic relationship with AEON Group,...
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SGX Nikkei ESG-REIT Index Futures Launch Is an Ideal Backdrop for an Important Topic: ESG and REITs
Singapore Exchange just launched the SGX Nikkei ESG-REIT Index futures contract. A multi-win for SGX, but it also serves as a reminder of how...
478 Views
Global Equity Strategy: Opportunities In Real Estate and Health Care
The weight of the evidence continues to support our mixed, but overall constructive outlook. We outline the basis for our outlook and also...
365 Views
The Week That Was @ Smartkarma in Korea, Japan, China/HK: Megvii, GSOMIA, Cho Kuk, & Sony
On August 22nd, the South Korean government announced that it has decided to terminate the GSOMIA (General Security of Military Information...
658 Views
Global Markets Outlook: Maintain Defensive Posture
Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term...
761 Views