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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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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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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90 Days After Brexit - Currency Impact Tables For International Property Investors
We have updated our currency impact tables 'post-Brexit' for USD, EUR, JPY, AUD, GBP and CNY. We make a simple assumption that a property investor...
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Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
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