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The Fund Manager

The capital allocators examine trends in the sector

LATEST ARTICLES

The Fund Manager

Singapore REITs monthly analysis

by Kenny Loh | Mar 16, 2022

FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 816.11 to 827.88 (1.44%) compared to the last monthly update. The Singapore REIT index rebounded off 800...

The Fund Manager

Staying power versus paying power

by Jamie Dannhauser | Mar 16, 2022

Inflation is running hot, even before wage-price pressures have begun. Central bankers tell us the current burst of inflation will be transitory and workers will not mind the...

The Fund Manager

Singapore REITs – monthly analysis

by Kenny Loh | Feb 16, 2022

FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) decreased from 853.35 to 816.11 (-4.37%) compared to the last monthly update. The Singapore REIT index broke the...

Golden Oldie

Letter from Paris: sea changes in Cannes

by Andy Watson | Feb 9, 2022

Originally published December 2021. During the Great Lockdown of 2020, les Echos reported the touristic town of Cannes was one of the five places in France worst affected,...

Golden Oldie

Working out: the UK economy

by Savvas Savouri | Feb 8, 2022

Originally published November 2021. It has been said and written with such earnest despair to have become practically axiomatic: 22 will prove a year of acute pressure on...

Golden Oldie

Negative real interest rates can be bad news for equity valuations

by Steve Russell | Feb 6, 2022

Originally published January 2022. As investment managers, we’re used to being accused of seeing the glass as half-empty rather than half-full. It’s not that we’re inherently...

The Fund Manager

Dangerous times ahead, keep safe

by Jonathan Ruffer | Jan 20, 2022

When I was on honeymoon in Venice, I spotted a pair of Chinese dragons, one chewing a toenail and the other picking its nose. Smart shop, Grand Canal – my wife, Jane, and I set...

The Fund Manager

Singapore REITs: monthly analysis

by Kenny Loh | Jan 18, 2022

FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 843.73 to 853.35 (1.14%) compared to the last month's update. Currently the Singapore REIT...

The Fund Manager

Why I am a sterling bull: part two

by Savvas Savouri | Dec 1, 2021

Am I availing myself of any old sterling excuse? In the interregnum between voting to leave the EU and actually doing so, I claimed the UK’s final exit would prove largely...