7 March 2022

Ukraine crisis heightens risk environment for corporates and exacerbates inflation conundrum

Russian president Vladimir Putin’s military invasion of Ukraine has dramatically escalated global geopolitical risk, in potentially the largest conflict in Europe since the Second World War.
4 January 2022

Coronavirus 2022: a health, social and economic inventory

As the world braces for the third year of coronavirus, the New Year offers a juncture to take an inventory of the inter-related health, social and economic costs over the past two years and prepare for what comes next.
1 January 2022

Lending in volatile markets: Commercial real estate debt investors face headwinds in many directions

Liquidity within global real estate financing markets remains deep.
1 December 2021

A sluggish office revival does not necessarily spell wholesale changes to the sector in Europe

The pandemic has thrown office investors and occupiers a curveball scarcely contemplated before 2020.
22 October 2021

Evergrande buys time with 11th hour offshore bond payment

Evergrande’s 11th hour $83.5 million payment to offshore bondholders today comes 24 hours before they would have fallen into default and prevents cross-default clauses across offshore bonds in the broader Chinese property market.
18 October 2021

Headwinds from the East and West darken the economic outlook

A slew of underwhelming economic data from China released this morning skews risk sentiment to the downside, as investors mull slowing China economic growth, as well as its slumping property market and receding consumer spending.
13 October 2021

Markets outlook: US dollar, CPI inflation data and earnings season in focus

This article considers catalysts to pay attention to as forward indicators of dollar’s trajectory in the coming months
12 October 2021

Macro matters: crypto to thrive the middle of economic crosswinds

The macroeconomy has a significant influence on crypto markets. Many like to believe that crypto and main markets have decoupled, but that is not true. A […]
10 October 2021

Evergrande: the canary in the coal mine

Evergrande completed a 11th hour payment to US dollar-denominated bondholders, witing the $83.5 million today (Friday) 24 hours before the property developer would have fallen into default.
18 February 2021

Brexit: a new era for UK real estate

As the United Kingdom seeks to renew its national identity, the ideological prize of sovereignty must not be paid for by a long-term decline in economic prosperity.
20 January 2021

Europe prepares for a new nonperforming loan cycle

2021 is set to be a year of slow accumulating sub- and nonperforming loans (NPL).
3 October 2020

The search for new opportunities begins

Previously aligned societal goals of public health, individual liberty and economic prosperity have sharply diverged into trade-offs which will percolate through geopolitics, how economies are managed, to our collective values.
3 October 2020

Gauging sentiment amid social and economic upheaval

The coronavirus pandemic has pitted historically aligned societal values against one another – individual liberty and public health; freedom of movement and collective responsibility; unfettered economic activity and mandatory restrictions.
1 October 2020

Three mediating variables of the UK’s second wave restrictions

The dreaded second coronavirus wave is here.
28 September 2020

Chancellor prepares UK for bleak economic winter

UK chancellor of the exchequer Rishi Sunak unveiled the government’s Winter Economy Plan in the House of Commons on Thursday.