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Our Views on the News: US elections edition with CIO Rob Hogg
US Elections produced a faster-than-expected result in what had appeared to be a close-fought election campaign that ended up being a clear Republican victory.Brent Tuckerman3 February, 2025Rob Hogg: Market and macro impact of President Trump’s re-election
Key market insights from November, including the impact of President Trump’s re-election on US and global markets, bond yield dynamics, Australian rate cut expectations, and global economic outlook. Stay updated…Brent Tuckerman3 February, 2025GREITs: A Market Reversal and Investment Opportunities
The global capital markets experienced a big reversal between the last two quarters. After flying high previously, REITs sold off last week. Aggressive Fed rate cuts and US election results…Brent Tuckerman3 February, 2025Politics and Markets Collide: Exec Orders, Tariffs, Tik-Tok and DeepSeek
Politics and Markets Collide: Trump’s first week back in office has been nothing short of eventful. From executive orders and trade tariffs to TikTok’s uncertain future and the rise of…Brent Tuckerman3 February, 2025LaSalle: 2025 could be the new “golden era” for REITs
The modern REIT period has seen three “golden eras” of REIT investing, which have been characterised by either a dramatic growth in the REIT market or outsized investment returns versus…Brent Tuckerman10 December, 2024xr:d:DAF75mFNY0Y:53,j:2036047607483377988,t:24030402 abrdn: China’s outlook after Trump’s election
China announces a 10 trillion yuan debt swap to ease local government burdens, alongside cautious optimism for Chinese equities amid domestic policy tailwinds and global challenges like US tariffs. Explore…Brent Tuckerman10 December, 2024
Informed Momentum – the factors’ factor?
EAM Investors has developed a systematic investment process, Informed Momentum®, which has been designed to build upon the momentum premium to deliver alpha for clients.Brent Tuckerman21 November, 2024Morgan Stanley Engage Report: Proxy Voting
Morgan Stanley Engage report covers the engagement activities of the International Equity Team, acting on behalf of its clients in the strategies managed.Brent Tuckerman21 November, 2024GREITs are in a uniquely strong position for growth in the current market dynamic
Global real estate investment trusts (GREITs) have delivered competitive, income driven total returns over the long term and pricing today offers an attractive opportunity for investors to add property to…Brent Tuckerman21 November, 2024
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