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Macro Environment for Real Estate
U.S. Consumer Economist and Managing Director, Paula Campbell Roberts,...
Global Perspectives
POPULAR TOPICS
- 13 Emerging Markets
- 12 Global Outlook
- 12 Yield and Growth
- 12 Asset Allocation
- 11 Valuation
- 8 China
- 5 Europe
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May 08, 2012
The Emergence of Brazil: An Unfinished Story...
Brazil’s rise as an important and largely self-sufficient economic power has been impressive. As we look forward, positive demographic and incom....
Jun 18, 2012
The World in Rebalancing Mode: A Marathon, Not Sprint
After nearly a decade of accumulating macro imbalances in the global economy, something had to give. The boom-bust cycle of 2001–2008 saw growing....
Jul 16, 2012
China’s Rebalancing Act
China staged a mighty rise at the dawn of the 21st century to become the world’s preeminent manufacturer. The economic growth and prosperity it h....
Sep 19, 2012
Real Estate: Focus on Growth, Yield and Inflation-Hedging
In general, we are attracted to many parts of the real estate market because we view the asset class as a compelling play on our macro view that gr....
Oct 12, 2012
Financial Services: The Road Ahead
The financial services industry is undergoing a sea change, we believe. Heightened regulation, de-leveraging, and low rates are all challenging tra....
Nov 15, 2012
India: Shifting Landscape
A recent trip to India quickly reminded me that the country is bursting with macro-economic potential. Powerful demographics, rising GDP per capita....
