Investment Perspectives: Thinking about A-REITS
As specialists, we are often quizzed about many aspects of real estate. And with a global perspective, one topic that seems to come up often is our ...
Investment Perspectives: Maybe it's not "just like 1999"
Global equity markets continue to rise on the back of a surging US equity market. The source of the gains remains largely in the large cap ...
Investment Perspectives: Data Centres - An update is required
The AI boom has reshaped the data centre landscape at a pace few anticipated. Since our May 2024 whitepaper on the AI theme and its implications for ...