Serious investment thinking that doesn’t take itself too seriously.
Leading economists share their thoughts on money, rates and prices
Indulge me for a moment through a conjured journey of currency fancy. Let me set the scene for when rather than if an enlarged EU/EZ, investors are surprised by the birth of a brand-new fiat. A crown currency forged not for a European nation somehow magically created out of nowhere, but one...
Like many of us, I had an iconic and charismatic high school teacher who left a lasting impression. He used to say something memorable about asking for forgiveness:...
As the outline of a new property landscape appears through the settling dust, investment professionals can start to do their jobs again. When the UK moved into lockdown, inaction...
Assessing value is no easy task, even in normal times. But we believe that assessing the relative value of commercial property against a range of alternative asset classes,...
The global monetary and fiscal stimulus implemented since the coronavirus erupted has been sizable, and policy-makers have acted with unprecedented speed. While it is recognised...
Predictions for prolonged British misery are based on fears of a no-deal Brexit and a pandemic second spike – but both risks carry little economic downside. When any economy...
Floating on a sea of money, will asset prices eventually sink – or make landfall on the solid ground of economic recovery? Global equity markets have performed pretty well in the...
Asia Pacific’s real estate focused stocks outperformed in August, edging ahead of the wider market. This was led by the wider GPR/APREA Composite Listed Real Estate Index, which...
Here at CBRE Global Investors we are knee-deep in our semi-annual ‘global house views’ process, where we update all our real assets forecasts, risk-adjusted returns, model...
Money is an indispensable part of modern economic activity. It was not always so: barter, where goods trade directly for other goods, was the norm for most of human history. But...