Focal point

Our take on the latest investment themes

View [The "Greenification" of China] ChinaGreenificationAbstract1

The "Greenification" of China

by Daniel Fitzgerald

As China continues to develop, environmental issues are increasingly front and centre in what is described in the country as a “war” against pollution.

5 June 2019
View [REITs in Asia - An exciting "Emerging" Asset Class] AsiaREITsAbstract1

REITs in Asia - An exciting "Emerging" Asset Class

by Daniel Fitzgerald

We see significant potential for real estate investment trusts (REIT’s) across the Asia Pacific. Whilst they have been largely a developed-market phenomenon so far, incremental growth is likely to come from the emerging Asia markets, and exciting new listings are imminent in the Philippines and India.

1 April 2019
View [Asia Pacific in the Pilot Seat for the Global Aviation Sector] AviationAbstract1

Asia Pacific in the Pilot Seat for the Global Aviation Sector

by Daniel Fitzgerald

Strong population growth and rising income levels in the Asia Pacific region are fuelling demand for the region’s airports. And more than half of new air passengers are expected to originate from the region over the next 20 years.

4 March 2019