![Quay](/sites/default/files/styles/listing_view_component/public/2021-11/banner.jpg?h=6302eb89&itok=HyJSbIyR)
Investment Perspectives: Why the boom in household savings ain’t going away
One of the less than expected by-products of the ‘COVID cycle’ has been the boom in household savings.
![4D](/sites/default/files/styles/listing_view_component/public/2021-11/The-Long-and-The-Short-_1.jpg?h=6302eb89&itok=d9jD40fc)
News & Views: The infrastructure investment multiplier
Now that is money well spent!
![5](/sites/default/files/styles/listing_view_component/public/2021-11/5.jpg?h=6302eb89&itok=CJYrJ9sx)
Investment Perspectives: Is long WALE really low risk?
One of the many accepted truisms in real estate is properties with a long WALE (weighted average lease expiry) tend to be lower risk.
![4D](/sites/default/files/styles/listing_view_component/public/2021-10/Banner.jpg?h=6302eb89&itok=cFhmfrVX)
Global Matters: Infrastructure, interest rates & inflation
Infrastructure, interest rates and inflation: 3 dynamics that are commonly linked, but often in an incomplete manner that does not reflect the full story of their correlation.
![Fed](/sites/default/files/styles/listing_view_component/public/2021-10/The-Long-and-The-Short-5-inflation.jpg?h=6302eb89&itok=08JPbO6P)
Investment Perspectives: Don’t fear the taper
As vaccination rates increase around the world and we (hopefully) return to some normality in our daily lives, world economies appear to be stabilising. Economic output is near or above pre-pandemic levels, and signs of inflation and wage pressure have become a theme of 2021.
![Quay](/sites/default/files/styles/listing_view_component/public/2021-09/1.jpg?h=6302eb89&itok=zTv6nnhc)
Investment Perspectives: Thinking about office
Imagine you are an office manager for a medium sized firm of 20 employees. Under normal circumstances, you and the staff would occupy around 400 sqm of office accommodation located in the CBD. But these are not normal circumstances. Lockdown orders mean that all staff are currently working from home.
![Quay](/sites/default/files/styles/listing_view_component/public/2021-08/The-Long-and-The-Short-5-inflation.jpg?h=6302eb89&itok=u5nlwtrF)
Investment Perspectives: REITs and inflation – where is the sweet spot?
We’ve often stated that real estate (listed and direct) tends to outperform equities during periods of high inflation and have previously cited the following chart as evidence of this dynamic.
![graph](/sites/default/files/styles/listing_view_component/public/2021-07/Insight-banner-templates.jpg?h=6302eb89&itok=_kixe_N-)
Investment Perspectives: 10 charts we’re thinking about right now
The latest trends in housing, shopping, saving and interest rates – and what they mean for investors.
![1](/sites/default/files/styles/listing_view_component/public/2021-06/Insight-banner-templates.jpg?h=6302eb89&itok=ty36GqVD)
Investment Perspectives: Checking in on Kalecki
First quarter earnings are in, and profits are booming.