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Macro Environment for Real Estate
U.S. Consumer Economist and Managing Director, Paula Campbell Roberts,...
Global Perspectives
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- 13 Emerging Markets
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Oct 02, 2019
The New Consumer
The New Consumer Introduction Ten years into the longest economic recovery in the history of the United States, investors are becoming in....
Aug 06, 2019
Hot Spots
Hot Spots We recently journeyed to Beijing and London, two of the most important geopolitical “hot spots” for global investors these days. Both....
Jun 20, 2019
Stick to the Plan
Stick to the Plan With all the geopolitical ‘noise’ swirling around these days, there is a growing propensity in the investment community ....
Apr 16, 2019
The Uncomfortable Truth
As the intensifying yearn for yield by investors increasingly bumps up against “the uncomfortable truth” of declining interest rates amidst s....
Feb 27, 2019
Another Swing at the Plate
In response to a surge in client questions we have fielded since our 2019 Outlook piece was published in early January, we are taking “another swing....
Jan 09, 2019
Outlook for 2019: The Game Has Changed
As we begin 2019, we definitely tilt more positive in our global asset allocation and macro positioning, despite our call for a weaker economic enviro....
