Global | The Property Chronicle

What lies ahead for the US dollar?

by Savvas Savouri | Jan 10, 2023 | The Economist, zOurWriters1

Whether we consider the dollar’s level against a trade-weighted basket of other currencies or against a basket of commodities, its strength is arguably ‘the market story’ of 2022. As to why we have seen it move upwards in practically all dimensions, there...

The risk of real estate distress has risen…

by Mark Unsworth | Dec 15, 2022 | Golden Oldie, The Analyst

Originally published November 2022. …but REITs look well positioned. The cost of debt for real estate increased steeply in 2022, as credit conditions tightened, loan margins widened and recession fears started to bite. Rising rates have already caused greater...

The future for oil prices

by Matein Khalid | Dec 15, 2022 | The Fund Manager, zEditor's pick

My head is full of grizzly mania, the Russian bear is trapped in Ukraine’s military bear trap and the black gold bears are laughing all the way to the bank as Brent tanks to $76 and West Texas settled at $71. Does this week define the new geopolitics of black...

Russia’s poor military performance will worsen this winter

by Liam Collins | Dec 14, 2022 | Investor's Notebook, The Analyst, zLead Article, zNewsletter

With Russian troops digging trenches to prepare for an expected winter standoff, it would be easy to conclude that fighting will slow in Ukraine until after the ground thaws in the spring. But evidence from the Ukrainian battlefields point to a different trajectory....

Why density matters

by Chris Urwin | Dec 14, 2022 | Golden Oldie, The Analyst

Originally published October 2022. Productivity, sustainability and resilience. This summer I left central London and lived for a month in suburban Austin, Texas. It was an adjustment. In London, I was used to having a coffee shop close, a convenience...