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Articles tagged with: investments

Q3 2020 Market Commentary

Q3 2020 Market Commentary

USA elections, 2021 Outlook, ESG Portfolios and much more

It has been surreal for all of us to experience this year’s holidays with limited family gatherings and shul services. We hope that you managed to make the most of the challenging situation. Israel's virus position is indeed precarious and it is clear this is not a short-term problem as we initially hoped. We remain vigilant in terms of our portfolio positioning and risk management. We do believe that there are tough economic times ahead; however, we do not believe we will see another market panic scenario as we saw in March 2020. In the following commentary we will address the global market YTD and outlook, upcoming elections, ESG investment and other interesting updates and developments.

2020 Half Year Review

2020 Half Year Review

COVID19, USA Elections, Economic Scenarios, and Investment Opportunities

To merely say "these are challenging and complex times" seems an excessively simple comment for the size and multifaceted nature of the challenges ahead of us all. In this half-year review, I will try to summarize our views to help you navigate the way forward. As I write to you, the Corona virus has directly affected too many friends. Once you know someone who testifies how powerful and aggressive this virus can be, it makes you stop and reflect regardless of how many times you have read about it or heard of asymptomatic cases. One close family member or friend in hospital is infinitely more powerful than millions of nameless statistics from around the world. So, to all the readers who have had that direct impact, we share your anxiety and fear and send you all the strength we can.

Real estate investing in the time of Coronavirus

Real estate investing in the time of Coronavirus

The Coronavirus effect...

Renting a property without paying for it is no longer illegal. McDonald’s and Burger King in the UK are just two examples of a ‘blue chip’ tenant refusing to pay or looking to reduce their quarterly rent payments. 

Legal protection for commercial and residential tenants in a number of countries has already been enacted. Due to Covid-19, these tenants are not legally in breach of contract by not paying their rent for 6 months, even if they have the assets to do so. 

In other words - some of the most basic premises of investing in real estate no longer hold true