As governments across the world seek to rebuild their shattered economies, they have announced significant spending plans to generate growth.

At the height of lockdown earlier this year, investors were apprehensive about deploying capital into the market. This sentiment has sharply reversed course, with investors now increasingly concerned about missing out on the continuing rally.

The question most relevant to global listed real estate at present is whether the pandemic temporarily or permanently changes the way the economy utilises real estate and/or simply reinforces pre-existing secular trends?

The 90s are back. The wave of nostalgia has finally rolled into a new decade, dredging up ripped jeans, doc martens and bucket hats.

The much-publicised FAANG stocks – Facebook, Amazon, Apple, Netflix and Google/Alphabet – have been the driving force behind the striking rebound for the US stock market since the depths of the coronavirus panic in March.

New series exploring one asset class each week

Emerging markets overall felt a dose of optimism in August amid hopes for a Covid-19 vaccine, continued easy monetary policy globally and improving economic data pointing toward recovery. Chetan Sehgal, lead portfolio manager and Andrew Ness, portfolio...

It is always hard to know what will happen with markets. We’re not in the business of offering predictions. Instead, like some of the successful sovereign and endowment funds whose approach we aspire to, we prefer to rely on the evidence.

John Willcock and Chris Morrogh to retire

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