Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Global REITs were one of the key casualties of the initial leg of the global equity market correction this year (i.e. the part which was...

This chart comes from the latest Monthly Chartpack, which I just sent out to clients. It shows Chinese property price growth through May...

I wanted to revisit this topic, as some of the data have been updated - and it doesn't make things look any better for this group. ...

This week it's a chart of US REIT ETF Assets Under Management, but basically as a prompt to talk about some previous and upcoming changes...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

This article looks at a couple of key trends in asset allocation. We look at the evolution of investor portfolio allocations to stocks,...

You've probably heard of the "BRIC Economies" - the kings of the new paradigm in emerging markets, and no doubt are sick of hearing about...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of...

US REITs have been double-hammered by the rise in bond yields and equity market correction. Since peaking in August 2016 the Dow Jones...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...

The latest official PMI data out of China showed a slowing of momentum in the manufacturing sector (51.3 in January vs 51.6 in Dec and a...

If it seems like just about every asset class is expensive, then you're probably paying good attention to reality. Our indicators show a...

In this video we look at the "SCANNZ economies" - carrying on the tradition of other country acronyms such as the BRICS or the PIIGS! ...

Here's a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. To read more and see the...