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The Atlantic (October Issue)

2018/ 10/ 01 by jd in Global News

“Estrangements are political, not personal…. Given the right conditions, any society can turn against democracy. Indeed, if history is anything to go by, all societies eventually will…. Polarization is normal…. Skepticism about liberal democracy is also normal. And the appeal of authoritarianism is eternal.”

 

IPE Real Assets (September/October Issue)

2018/ 10/ 01 by jd in Global News

“Real estate is often said to be a long-term, buy-and-hold asset class for institutional investors. But the success of investments invariably comes down to getting the timing right.” Recently, “a handful of fund managers” have “sold to bigger parties, either fully or partially.” This raises the question whether the latest round of M&A is a signal. Though it is a “possible canary,” there are other reasons for M&A. The prevailing outlook amongst investors and managers is for “a supportive market environment in the short to medium term” and “an extended cycle, albeit a flat one in terms of capital value growth.”

 

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