CIO Insights

The one constant in markets is volatility. We all acknowledge it.  We all accept that heightened volatility is but a moment away, and can be set off by any number of things.  Consider the events which have accelerated volatility in markets over the last four years: a global pandemic, a war in Ukraine, a regional banking crisis in the US, and simmering tensions in the Middle East.

March 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.

It doesn’t feel like that long ago that investors were on the ‘hunt for yield’. A seemingly perpetual challenge and, after a decade of falling market interest rates, investors were bereft of income opportunities.  Everyone just accepted that ‘lower for longer’ was the ‘new normal’ – until it all changed.

Feb 2024 – We provide an update on our portfolio performance, as well as share our current thinking on the property market and economy.