Westfield-Unibail-Rodamco: The Call of the Mall
Yesterday morning pre-open, Westfield Corp (WFD AU) put itself in Trading Halt on news that it was in talks on a possible significant transaction....
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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Global Capital Trends In Real Estate In 2016
Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...
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US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for ‘Obamacare’ has been announced and looks an incoherent mess – resurgent healthcare inflation will be a drag on...
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'America First' Agenda Remains Contradictory, Vietnam Trip Notes…
Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...
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