How to sum up 2020 so far? A rollercoaster is probably the best way to describe it; both from an emotional perspective but also in terms of what the markets have been up to.
13 Jul 2020
Socially (Un)Acceptable
The inexorable growth of environmental, social and governance (ESG) awareness has been impossible to ignore. Social criteria can be difficult to measure and they don’t necessarily lend themselves to quantitative metrics that environmental and governance matters might.
6 Jul 2020
Lessons from Japan
It remains to be seen whether, like other airborne viruses, COVID-19 is more infectious in winter, leading to a fresh spike in cases, but in any event we think the world is significantly better prepared for new waves and hence the impact should be smaller. Therefore, while acknowledging this risk to markets, it has not persuaded us to de-risk the portfolios further.
15 Jun 2020
Looking Forward
The Midsommar Swedish celebrations coincide with the middle of the year and I find it a great time to reflect on the prior six months and what the second 6 might bring. With COVID-19 impacting the way we have worked in the first half of the year let’s look forward at what the second half of the year may entail for the office sector.
8 Jun 2020
Playing the odds
While markets continue their remarkable rebound, the most important event for many people this month will be the return of the Premier League, something that
