How the listed real estate sector fared in 2017 – and what we can expect next. […]
The View from Berkeley Square How the listed real estate sector fared in 2017 - and what we can expect next
emmanuel macron
The macro Brexit trade: we’ve been here before The Property Chronicle predictions for how Brexit will unfold
The Property Chronicle predictions for how Brexit will unfold. […]
The View from Berkeley Square The listed European sector shows a strong recovery
The listed European sector shows a strong recovery. […]
The View from Berkeley Square This week, Robert Fowlds reflects on political change and retail portfolios
Chaos in Washington and dollar weakness, combined with the Macron win, has had a major impact on markets. For a sterling investor, the global real estate sector is flat YTD, but the Americas is down 6% compared to Europe up over 8% including the UK up c. 7%. But the UK sector performance has been credible in spite of […]
The latest on oil and gas shares Plus, Matein Khalid shares his thoughts on investing in the Japanese stock market
The 11% fall in the price of crude oil in the past month on panic selling in the energy futures pits of New York, London and Singapore has unnerved the world’s leading oil and gas exporters. Saudi Arabia will both extend last November’s OPEC output deal beyond and 2017 and even coordinate fresh output cuts […]
What next for G-10 currencies and crude oil?
The euro, the French stock market, OAT-German debt interest rates spreads, the Volatility Index (VIX) and the ghosts of Vichy, Oradour and Algérie française convince me that Emmanuel Macron will be the next President of France on Sunday. So I see no reason to abandon my euro bullish strategy even though the single currency has […]
France’s election and global financial risks
The French election is a game changer for global financial markets for multiple reasons. One: the worst case scenario of far right (Le Pen) and far left (Melenchon) as second round candidates for the Elysee Palace on May 7th is no longer a systemic risk. This was the reason the Chicago Volatility Index (VIX) plunged […]
