E-commerce

Delivering a total return of -23% to the end of October in local currency terms, this hasn’t been a great year for Global REITs. Whilst disappointing, it is also...

Farfetch (NASDAQ: FTCH) is the world’s foremost luxury retail e-commerce platform. The company was founded to act as an online marketplace (Farfetch.com) by...

The rebound in bricks-and-mortar retail in the US could be on its way here as stir-crazy shoppers put down their iPads and make the most of their newfound freedoms,...

As we approach the end of 2021, views on how we live, work and play in a post-COVID world are becoming clearer. Uncertainty remains but our base case at First...

When you consider the Australian commercial property market, low-interest rates, stay-at-home orders and a worldwide pandemic is a recipe for disaster, right? Yet 2020...

Investors love stories like that of global e-commerce giant Amazon – which two years ago became the first company to hit a trillion-dollar market cap. Far from its...

Markets have a common habit of getting far too excited on both the upside and downside, a phenomenon we often describe as stretching the elastic band of optimism /...

The COVID-19 pandemic was expected to hit consumer spending and trigger a recession not seen in Australia since 1991. As retailers shut their doors and households...

The lyrics “turn and face the strange” from David Bowie’s 1971 hit song “Changes” could not be a more fitting way to describe the challenges investors are facing...