U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With
The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern....
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U.S. Equity Strategy: Caution Warranted; Downgrading Materials
We continue to believe that caution is warranted in U.S. equities and we are concerned that key support levels may not hold -- notably 2,800 and...
747 Views
Mapletree Industrial Trust Deal Underscores Data Centres' Impact on Global Industrial Real Estate
While the amount of real estate needed by data centres is small in comparison with the volumes required for e-commerce, we are seeing that data...
825 Views
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...
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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,...
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