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Insights

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Corruption continues to cast shadow over Brazil

- 07 NOV 2016

A lengthy and far-reaching political crisis brought Brazil’s economy to a shuddering halt. New president Michel Temer faces an uphill task to arrest the slide.

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Transition to a low-carbon economy brings investment risks and opportunities

Stephanie Maier - 04 NOV 2016

As global policymakers discuss the implementation of the Paris Agreement at the United Nations Climate Change Conference in Marrakech, investors should consider how so-called ‘transition risk’ impacts their portfolios, says Stephanie Maier.

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Monetary policy and currency wars

Mary Nicola - 01 NOV 2016

The cocktail of weak growth, rising protectionist sentiment and experimental monetary policy is increasing the risk of competitive currency devaluations, argues Mary Nicola.

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US Election: A defining moment for markets?

Michael Grady - 26 OCT 2016

With the political and economic ideologies of the Republican and Democratic candidates worlds apart, November’s US presidential election is the most significant in generations, argues Michael Grady.

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Scarcity value: lack of bond supply further erodes ECB’s effectiveness

Orla Garvey - 21 OCT 2016

Despite the European Central Bank increasing its purchases of government bonds and broadening its QE programme into corporate credit, a lack of eligible assets could cause further market dislocations, argue Joubeen Hurren and Orla Garvey.

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REIT move

Paul van de Vaart - 21 OCT 2016

The decoupling of REITS from financials in global equity indices could lead to increased demand for listed real estate securities, says Paul van de Vaart.

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Climate change and real estate investment

Richard Levis - 19 OCT 2016

Against the backdrop of the recent historic Paris climate deal, this paper re-visits the topic of climate change and real estate.

WA03025 10/2016