Insights

While the speed of ultimate decarbonisation remains unclear, there appears to be a real opportunity for multi-decade investment as every country moves towards a cleaner environment.

The year 2020 was extraordinary for most risk assets. As we wrote in last month’s Investment Perspectives, the unprecedented fiscal response to the pandemic caught some investors wrong-footed.  

The year 2020 will be remembered for many events. Besides COVID-19, there were the Australian bushfires and US political turmoil. 

To state the obvious, 2020 was a year like no other. The COVID-19 pandemic presented challenges the likes of which individuals, businesses and governments have never experienced before. The impact of this was to push an otherwise pretty robust global economy into recession, force lockdowns and create social dislocation on a previously unimaginable scale. 

With the spectre of COVID-19 now diminishing in the wake of new vaccines, some investors are rightly refocusing their attention on longer-term risks and fundamentals.

Chris Bedingfield addresses some of the myths and misconceptions of retail property to establish whether today’s depressed prices represent an opportunity or a trap.

The world has enjoyed over a century of ‘progress’ which has seen developed market industrialisation, huge and ongoing population growth, globalisation and, in more recent times, the emergence of a growing middle class in developing countries.

In June, we provided an update on the real estate market and some early observations regarding the impact of COVID-19

We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression. And while market observers continue to marvel / scratch heads regarding the surge in global equity prices, some truly unexpected real estate metrics continue to emerge.