Inflation is the surest way to trigger a Pavlovian response from politicians, whereby they blame monopolists, middlemen, greedy entrepreneurs, profiteers, and price gougers. In 1793, French Revolutionaries fueled inflation by running persistent deficits that they monetized. Their response was to...
zNewsletter
LATEST ARTICLES
The Fund Manager
German institutions head for resi
A recent survey by valuation and research specialists Wüest Partner Germany provides useful insight into the range of real estate funds currently available for German...
The Fund Manager
My best and worst performing stocks through the pandemic (so far)
The world has been turned upside down by this pandemic, along with the prospects of many companies. Perhaps some of your own holdings have soared to unexpected highs, or...
The Fund Manager
Back to reality – what is this, post covid-19?
“Back to life, back to reality” – prescient words written by Mr Jazzie B. OBE for his number one hit in the summer of 1989. Industries, livelihoods and, undoubtedly, future...
The Professor
Emerging trends in shopping centre valuations
Retailing is going through a structural change and asset values are tumbling as the effect of falling rents and a lack of investment appetite feeds through to the market value of...
The Analyst
Startling statistics – just the numbers
UK: Total value of exports to EU 27 countries in February 2020: £13,869bn As percentage of total overseas exports: 51%Percentage change since previous year: -7% Percentage change...
The Professor
A new approach to risk
As the real estate industry looks to learn from the fallout of covid-19, one issue which should be at the top of the list is to recognise the glaring mathematical limitations in...
The Fund Manager
Singapore REITs – monthly update
FTSE ST REIT Index increased slightly from 835.40 to 854.51 (+2.28%) on the month update.REIT Index has rebounded circa 45% as of 12 September from the bottom on 23...
Residential Investor
SDLT – what next for Rishi?
What will be the lasting impact of the stamp duty holiday announced in July by the UK chancellor, Rishi Sunak? The holiday has been great for the vast numbers of purchasers who...
The Economist
Hold on until the second half of 2021
Here at CBRE Global Investors we are knee-deep in our semi-annual ‘global house views’ process, where we update all our real assets forecasts, risk-adjusted returns, model...