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  • Value-add opportunities throughout the cycle download

    White papers 16 April 2016

    Over the last five years or so, many Commercial Real Estate (CRE) investors have favoured income producing, stable assets in main locations. Targeting investments in the most liquid real estate markets, often in larger cities, has been the preferred strategy.

  • Japanese equities and the yen: An almost 2-for-1 relationship download

    White papers 20 March 2014

    The Bank of Japan’s (BoJ) decision to embark on a program of large-scale quantitative easing has significantly weakened the Japanese currency and following the yen’s depreciation, Japanese companies have preferred to restore margins rather than increasing market share.

  • Market sentiment indicators: less is more download

    White papers 24 May 2012

    The predictive power of the most popular market sentiment indicators used by investors to anticipate whether markets will be risk on or risk off.

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