Posts by Simeon Wallis
Real Estate Industry Newsletter – Q3 2022
The Pulse on the Economy and Capital Markets: September 12─ 16, 2022
At a glance: Many experts expected the Consumer Price Index (CPI) to decline due to weakening gas prices — but to their surprise, the report showed a positive number, which signifies that inflation is increasing. Excluding food and energy, inflation increased 0.6% last month, or about 7% annualized. This trend has investors worried that the…
Read MoreActivist Investors Who are Shaking Up Public Markets
At a glance Main takeaway: Activist investors are proving that environmental, social and governance initiatives can drive value and create long-term sustainable change. Invest with confidence: While companies struggle with how to develop ESG strategies to satisfy investors, two hedge funds take on the automotive and oil industries to show them it can be done.…
Read MoreThe Pulse on the Economy and Capital Markets: September 5 – 9, 2022
At a glance: The price of oil declined last week as markets and stocks receive a much-needed rebound after a tough August. Investors brace for the Federal Reserve to increase rates by three-quarters of a percent in their upcoming meeting. Bonds most sensitive to higher rates — specifically government and investment grade — sold off.…
Read MoreThe Pulse on the Economy and Capital Markets: August 22–26, 2022
At a glance Reducing inflation is the Federal Reserve’s top priority, according to Chairman Jerome Powell, who made the declaration at the Fed’s annual conference in Jackson Hole last week. On the heels of this news, which implies interest rates will remain high for longer, US stocks sold off, and bonds and bitcoin saw declines.…
Read MoreThe Pulse on the Economy and Capital Markets: August 15 – 19, 2022
At a glance: After a strong start to the third quarter, the markets cooled off last week as stocks, bonds, commodities and crypto all declined. The Federal Reserve indicated in their meeting that a switch in policy regarding the reversal of rates is unlikely to happen as quickly as the market speculated. The recent earnings…
Read MoreThe Pulse on the Economy and Capital Markets: August 8 – 12, 2022
At a glance: The markets were universally enthusiastic as stocks, bonds, commodities and crypto were up across the board last week. The S&P 500 recovered 50% of its year-to-date losses while the Nasdaq rallied 20% from its lows. What’s behind this? Expectations that inflation will mellow, and the Federal Reserve could start reducing rates early…
Read MoreThe Pulse on the Economy and Capital Markets: August 1 – 5, 2022
At a glance: Global markets increased last week as investors embraced riskier stocks and bonds aimed to recoup losses that occurred during the first half of the year. Nasdaq, Russell 2000 and emerging markets led the risk-centric performance, while the energy sector dropped 8% last week. Earnings are growing faster than expected with 75% of…
Read MoreA Force for Change: Limited Partners Want Top Executives Who Believe in ESG
At a glance Main takeaway: Over the last two years, many limited partners are using ESG metrics as a deciding factor when it comes to their investments. Invest with confidence: Limited partners are demanding full transparency when it comes to ESG, specifically on initiatives that strengthen diversity, equity and inclusion, and climate-related issues. Next steps:…
Read MoreThe Pulse on the Economy and Capital Markets: July 18 – 22, 2022
At a glance: The markets rallied across the board as stocks, bonds, commodities and crypto ended the week up as investors start to look past inflation. Consumer discretionary stocks, technology and industrials typically underperform in a higher interest rate environment but are heading into the third quarter on a high note. On the other hand,…
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