Category: Global Markets

A Greek Tragedy… or is it a Comedy? Clearly, it is a little of both. As the new Greek government fails to form a coalition, the entire “progress” of the Troika’s (IMF/ECB/EC – and Germany) negotiations reverts back to uncertainty… read more.

Our European analyst recently attended the BAML UK Real Estate conference inLondon.  One of the panel discussions involved five CEOs of prominent UK REITs talking about the state of theLondonreal estate market.  The panelists were John Burns (DerwentLondon), Chris Grigg… read more.

There are many variations of Mark Twain’s famous quote mocking his apparent death – the actual quote is “… this report of my death was an exaggeration.” Comparably, there are a plethora of articles, pundit commentaries, and academic musings about the… read more.

Given China’s rapid urbanization, it is not surprising that much of the press concerning the Chinese real estate market centers around the housing sector. Finding beds for the several hundred million Chinese literally giving up the farm for city living… read more.

All eyes are squarely on the European continent, but one should not ignore the plight of 3rd largest economy in the world – Japan.  Dwindling demographics and Mother Nature’s violent shaking have all served to curtail growth on this island… read more.

The sovereign debt crisis is coming to a head with billions of euros in maturities coming due in 2012.  One way or another, there will be conclusion to this saga and the current positioning of the UK clearly puts it… read more.

And in other news, the Brits are the only EU country NOT to sign off on the fiscal union that could restore world confidence in an entire continent. All 27 EU countries had to agree to have the Maastricht Treaty… read more.

Investors shouldn’t be holding their breath in hopes of positive news flow emerging from this Friday’s EU Summit. Germany, in the form of Angela Merkel, continues to play hard ball when it comes to the proper response and needed remedies to… read more.