US faces stiff headwinds in 2022 What happens to interest rates locally and globally is always important for investors, but particularly so at turning points in the economy. And notwithstanding the recent Omicron outbreak, the world’s most influential central bank, the US Federal Reserve, looks likely to lift interest rates as early as March. It would be the first increase in more than three years and marks a significant turning point in the global economic …
Why listed real estate faces Amazon-like disruption Investors have recently focussed on the impact of Amazon’s plan to roll out its full retail offering in Australia on local retailers. But fewer investors have been considering the impact of Amazon-style disruption – and other global social trends – on real estate. Global listed real estate has been a lynchpin of investor and client portfolios, generating strong income yield and capital growth. But just as has happened …
