Taking cues from the listed market, investors could buy direct property during troughs in the performance of listed property, and sell direct assets during its peaks in an arbitrage strategy, Crowe wrote.
01/08/2008
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Investments
Some investors are “missing the point” of geopolitical risks by equating them to the disruptions from conflicts and wars, according to GIC chief economist Prakash Kannan, but in reality, geopolitical risk is no longer episodic or peripheral. This means investors need to think harder about inflation and country composition in their portfolio.
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