global property

Investment Theme
Jay Kumar

Investor risk-on behaviour that was clearly on display in the first quarter 2019 continued in April. Risk assets performed strongly across the board, particularly in AUD terms. Weaker AUD boosted returns for investors with offshore unhedged investments. Many risk assets have now recovered the losses incurred during the fourth quarter... Show More

Property
Corrine Ng

Whether you’ve heard of it or not, ESG (Environmental, Social and Governance) investing is already big business. Bank of America claims it has doubled in the past few decades1 and the US$1.3tn Government Pension Investment Fund of Japan intends to more than triple its portfolio allocation to ESG investments from... Show More

A record amount of property is currently under construction in Australia’s inner cities, and there are rising concerns about supply exceeding demand in some locations. The market is also facing tightening bank lending, and given that a significant proportion of demand has been from offshore, tightened capital outflow from China... Show More