emmanuel macron | The Property Chronicle

The View from Berkeley Square

by Robert Fowlds | Jan 9, 2018 | Investor's Notebook

The global listed real estate sector In 2017 the FTSE EPRA NAREIT Global Index showed a total return of 5% for a sterling investor, although currencies were again a big factor (e.g. for a US$ investor the global total return was a healthy 15%). The main underperformer...

The macro Brexit trade: we’ve been here before

by The Editor | Aug 18, 2017 | Editorial Notes

Between 1997 and 1999 to make big money in the Eurobond markets you bet that the yields of Italy, Spain and Greece would converge with those of Germany. This was brave because it meant ignoring the official, and oft stated, position of the defenders of the D Mark,...

The View from Berkeley Square

by Robert Fowlds | Aug 14, 2017 | Investor's Notebook

Continental carry trade The big takeaway from the interim results season is the recovery in continental property markets. It’s been a decade since the listed sector in Europe signalled such a positive outlook in spite of some mixed performances in retail. Offices and...

The View from Berkeley Square

by Robert Fowlds | May 19, 2017 | Investor's Notebook

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...

The latest on oil and gas shares

by Matein Khalid | May 16, 2017 | The Macro View

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...