Trading conditions since the start of 2022 have been challenging for investors. High inflation, rising interest rates and the prospect of slowing economies have caused considerable volatility in equity and bond markets.
Real estate investors have been left battered and bruised by interest-rate rises. Craig Wright reckons he can finally see light at the end of the tunnel, as valuations look attractive, ESG drives tenant demand and opportunities emerge for investors to offer property loans.
All eyes are on when central banks will cut interest rates next year. Craig MacDonald discusses high-quality bonds, why he’s looking at the better banks, where the problems may arise and the prospects for emerging markets.
The UK equity market is one of the longest-established equity markets in the world. A FTSE listing is seen as a badge of honour for companies worldwide. And yet, as we continue into 2020, UK equities can lay a reasonable claim to being one of the most misunderstood asset classes. This offers a compelling opportunity for long-term investors.
The world is rapidly changing. Three forces will shape the future: technology, demographics and sustainability. The cost of such a transformation will not be cheap. However, private markets are uniquely placed to help fund and build this new world – creating numerous opportunities for investors.
Wuhan is capital of China’s Hubei province and the epicentre of the current outbreak of novel coronavirus COVID-19. The virus is understood to have originated in a seafood market in the city.
Coronavirus continues to cast a dark shadow over the global economy, as the number of new cases outside China continues to accelerate.
It’s been a bumpy – but ultimately positive – start to the year for emerging markets (EM). Investors had a lot to digest, from the volatile US-China trade war to numerous elections around the world. The questions are: what do we expect for the remainder of 2019? And what will this mean for investors?
What is goodwill? In the accounting sense, it’s an intangible asset that arises as a result of mergers and acquisitions (M&A). Essentially, goodwill is the difference between the price paid for a company and its book value. It is recorded on the buyer’s balance sheet, and its value must be tested each year and adjusted accordingly. Any change results in a write-down of this value, which is recorded as an impairment – effectively, a loss.
When most people think of industrial logistics buildings, factors like energy efficiency, technology and carbon innovation don’t usually spring to mind.
The demand for environmental, social and governance (ESG) strategies in real estate continues to grow. Investors are becoming increasingly focused on responsible practices and how these are integrated into funds.
Property ESG standards: how tenants, landlords and the planet can happily co-exist