Over the past 15 years, the ‘Goldilocks’ economy – moderate growth without overheating – intrigued investors. Recently, economic volatility and high interest rates disrupted this balance. Are we returning to stability or facing more turmoil?

It’s become increasingly important for investors to be conscious of the political backdrop when making investment decisions. After all, government policy changes can have a profound effect on a company’s future profitability

If the election bug has bitten you and you are feeling jittery, you are not alone. Globally, investors are feeling fearful. In a recent study, the top financial fears amongst investors were listed as higher costs, large and unexpected expenses and taxes. Their top investment concerns were inflation, a recession and market volatility.

For investors, understanding the difference between cycles and structural trends is vital. So much of what we deal with in markets has mean-reverting tendencies. What goes up, eventually comes down.

While higher interest rates may have weighed on valuations in the past couple of years, global investors should not forget that listed property exposed to major growth themes may provide an attractive combination of capital returns and real income.

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