COVID-19 accelerated profound shifts in how economies and societies operate, running across four dimensions: sustainability, inequality, geopolitics and the joint fiscal-monetary policy revolution.
Davis Real Estate Fund Annual Review 2021—Davis Advisors
As we reflect on 2020, it occurs to us that for much of the year, real estate securities lived the life of Estragon in Samuel Beckett’s Waiting for Godot.
We Don’t Need No Stinkin’ Valuation Metrics—Osterweis
The question on our minds is whether or not the markets are untethered from the economy to such a degree that investors should more actively seek shelter.