CIO Insights

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

Did investor demand for private assets see more companies go private?  Or did more quality companies opting to raise capital through private market attract investors?  It’s a little bit of ‘chicken and egg’. Private capital markets are increasing significantly in size globally, and there is opportunity all over. Because having reached a critical mass, there is significant opportunity coming for retail investors to now participate right across private markets.

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

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.