Real estate, alternative real assets & other diversions
A selection of the best new articles from The Property Chronicle
The Green Line – February 2019 by Steve Russell Once a month we will bring you an interesting chart with a short commentary. Our aim is to illuminate the corners of financial markets. TINA turning? Rising returns on cash may cause investors to withdraw from riskier assets such as equities and corporate bonds Ever since the authorities cut interest rates around the globe to
The V in Volatility by Joseph Amato The equity rally is likely just the start of a volatile adjustment to a new fundamental reality. “Investors who sit out now could miss a chunk of this year’s returns.” Those were the last words that I wrote in one of our CIO Weekly Perspectives in January. Since then, the S&P 500 Index has been
Blain’s Morning Porridge by Bill Blain Not as glamorous as Brooklyn, as cool as Staten Island, or as private as Manhattan… ”* *In the headlines this morning Bit of jolt to stock market’s yesterday – US Retail Sales crash, Trade War concerns, slowdown in China, stagnation in Germany, and a growing realisation all these things plus a modest earnings season point
The UK Housing Market in 2019 – The Deep Trends (Part one) by Gavriel Merkado PART I: The Global Macro Factors Time and again, I am asked: What about the future? What can you tell me about what will happen tomorrow? Next week? Next month? Next year? In this series, I will be doing just that and forecasting the near-term future of housing prices here in the UK and for
Jeremy Corbyn Provides the Best Chance of Retrieving Margaret Thatcher’s Property-Owning Democracy by Jo Welman When considering the investment risks that would arise from the implementation of an anti-capitalist labour manifesto, we should start by considering both the likelihood of this outcome and the form of Brexit that will provide the economic and investment conditions. Despite the way in which the Brexit negotiations have been conducted to date and the
London, UK: Strengthening ties between capital and country by Jack Brown As the political, financial and cultural centre of the United Kingdom, is London too dominant? This report explores how London’s relationship with the UK has changed and sets out new thinking on how the capital can better connect with its nation state. Recent years have seen a growing gap – in economic performance and civic connection –
The German real estate market by Milosz Papst The availability of German real estate has fallen, illustrated by a 5.3% year-on-year decline in 2017 residential permits. Since then, there has been little to no movement, with the German Federal Statistical Office reporting a 0.5% increase in residential permits through January and November 2018 from the previous year. This is a symptom of persistent
London must be the UK’s shining star, not a vortex by John Ashmore London is the lodestar of the UK economy – but it has an image problem According to a newly released report, it’s time for London to shed its uncaring image and show the rest of the UK a little love. The Centre for London’s London, UK: Strengthening ties between capital and country, is a timely reminder