Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi, Thanks for your ongoing daily reports and in particular the Saturday Q&A. I’m wondering about the property sector. I note your comments earlier in the week. Do you have a more global view on the sector. I’m interested in International Trends across the sector. Regards Michael
Hi Michael,
The key is largely interest rates which are set to fall in most countries, though it’s also important that employment remains solid.
We own Blackstone (BX US) in our International Equities Portfolio, and if we had to highlight one diverse ‘go to’ global operation that will capture global trends, we’d highlight them.
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