Real Estate Reflections — 179th Ed: November 2019 — The 11th Month & The Seven LPVs
Real Estate Reflections — 179th Ed November 2019 — The 11th month & the seven LPVs The listed property vehicle (LPV) sector’s return for...
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Real Estate Reflections — 178th Ed: October 2019 — Scaling the Summit
Real Estate Reflections — 178th Ed October 2019 — Scaling the Summit The listed property vehicle (LPV) sector’s performance during the month was...
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Real Estate Reflections — 177th Ed: September 2019 — Spring Has Sprung
Real Estate Reflections — 177th Ed September 2019 — Spring has Sprung Despite August being a month which traditionally sees the least sun, the LPV...
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Global Markets Outlook: Maintain Defensive Posture
Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term...
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Bottoms-Up View on Developed Markets: Actionable Stocks
Our outlook remains neutral for global ex-U.S. markets while horizontal consolidation continues on the MSCI ACWI ex-U.S. index. In today’s report...
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