interest rates

The REITs Investment Forum (RIF), titled “Trends to drive REIT Recovery” discussed industrial property trends and valuation

Inflationary pressures have pushed up risk free rates which may impact REITs negatively, including raising cost of debt.

We have made our position very clear in recent articles. We remain bullish on the global stock market.

There is ample liquidity in the world, while interest rates will remain near zero with monetary policies staying extremely loose.

In a recession, is cash really king?

Suffice it to say, this current breed of central bankers have evolved far beyond their traditional role as regulators and ensuring a smooth-operating financial system.

The Fed has come out in favour of maintaining or even increasing the pace of QE to avoid a new case of taper tantrum, says BOS analysts Eli Lee and Conrad Tan.

(Apr 9): Five months into the Covid-19 pandemic and there remains much that we do not know about the virus. Every government is grappling with the unknown, from the most powerful nations in the world, including the US and the UK, to the smaller, emerging

Investors must recognise that with policy rates near their effective lower bound and fiscal policy becoming a more important driver, that the equity-bond correlation can become less negative.

Along with the westward move of this unfolding health care crisis, markets have declined and become increasingly volatile. In addition, steeply falling oil prices have worsened the situation.