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Mar 16, 2020
Searching for safety
The COVID-19 epidemic has grown more severe by several orders of magnitude over the past month. With more than 84,000 cases globally[1] ,it is now ten times larger than the SARS epidemic and has spread beyond China to more than 50 other countries.
Feb 16, 2020
Chasing the metal rat
The Lunar New Year ushers in the year of the “Metal Rat”, which combines the first animal (Rat) and the fourth element (Metal) of the Chinese astrological calendar.
Jan 16, 2020
Wasn’t that special?
The Special Relationship is an unofficial term often used to describe the political, diplomatic, cultural, economic, military, and historical relations between the United Kingdom and the United States.
Nov 13, 2019
Bond yields and credit spreads
Sovereign bond yields and credit spreads are simultaneously the most watched and the most enigmatic of all macro indicators.
Oct 01, 2019
Politics and risk aversion
Those who hoped that recent bouts of capital market volatility would be fleeting have been confounded by seismic political events.
Sep 16, 2019
The Rapid Growth of the Flexible Office
Office owners have rarely been as innovative as many of their own tenants.
Sep 02, 2019
A not-so-slow season
The US and China trade war bubbled on, millions of people went to the streets in Hong Kong to protest, the G-7 leaders met in France, and the EU and UK digested the new leadership of Boris Johnson.
Aug 01, 2019
Going online for the everyday
This view is reinforced by headlines describing retailer bankruptcies, department store struggles, and half-empty malls.
Jul 16, 2019
2019 ISA Mid-Year Update
Thus far in 2019, political headlines have dominated our investment committee discussions and research reports.
Jun 16, 2019
Trade Wars are Here to Stay – How can European Real Estate Investors Build Portfolio Resilience?
Until recently, free trade seemed to be a crucial ingredient to the dominant political and economic narrative.
Jun 16, 2019
Slowing international trade
Cross-border trade represented 6% of world GDP in 1946; it rose to 23% last year, and in 2019 this ratio is falling.