April 2023
Last quarter David Wolf, David Tulk and Ilan Kolet answered fifteen of their most frequently asked questions. This quarter, with the help of a few of their favourite charts, they’ll answer some more.
Fears are growing about the next pressure point on US banks emanating from the commercial real estate space, but in Europe not only is the office sector more resilient, most banks are also less exposed to any sharp stresses.
February 2023
Potential paths of equity performance in inflationary periods.
January 2023
We may see a sideways, volatile market in the coming year.
David Wolf, David Tulk and Ilan Kolet offer answers to frequently asked questions as we move into 2023.
While the challenges that made markets volatile in 2022 are likely to persist in the new year, emerging markets are well positioned, given their economies’ underlying structural growth prospects and the lessons learnt from the past.
December 2022
Real estate investments offer strong diversification benefits versus other asset classes, particularly in periods of heightened economic risk.
November 2022
With the European energy crisis set to deepen this winter, newer, greener buildings with smaller energy footprints are becoming more attractive to occupiers as they become relatively more affordable on an overall cost-of-occupancy basis.
Ratings that score companies based on environmental, social and governance (ESG) factors have come under fire because they often diverge or disagree from one provider to the next. However, not all ESG ratings are created equal, and we see a case to be made for a diversity of approaches to how investors assess a company’s sustainability.
Real estate investing can be an effective hedge against inflation, and subsectors allow pension plans to target exciting niches within the residential, commercial, and industrial markets. Six expert panelists discuss opportunities and risks within this important asset class.