property Insights

The investment world post 31 December 2021 entered a distinctly different phase, with the realisation that rampant inflation was going to lead to a substantial rise in interest rates. This has impacted most asset classes, however commercial real estate, unlisted property …

March 2020 will go down as one of the crazier months in financial markets. March madness. Below, we explain what happened in March, how our funds performed, and how we are positioning our portfolios in this market.   What happened? You’ve …

Regardless of exactly when a correction might happen, it would not be a stretch to say that it’s late in the current investment cycle. And that usually means it is prudent to think about the level of defensive assets in your …