Quarterly Investor Reports

Quarterly Investor Report 30 June 2018, Economy & Strategy

While global economics is a cauldron of indecision and questionable political leadership, having to make investment decisions in this environment is hard.  But that is what we are paid to do and if you can’t stand the heat …… UK 10 year gilt yields have steadily...

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Quarterly Investor Report 31 March 2018, Economy & Strategy

We want to go slightly off piste in this quarter’s QIR and ask, what lessons have we learnt regarding property investment over the years and how is this reflected in our current strategy?  We will also canter through the global economy in our usual manner. Economy and...

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Quarterly Investor Report 30 June 2017 Economy & Strategy

Economics and strategy Time to catch our breath! As our last report was being issued, the Prime Minister Mrs May, had just announced that she was to hold a snap election.  There is nothing truer than the saying that a week is a short time in politics, as the current...

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Quarterly Investor Report 31 March 2017 Economy & Strategy

Quarterly Investor Report 31 March 2017 We have pleasure in providing our latest quarterly report where we explore the challenges facing the economy and the property market as the global political landscape changes.  In addition, we report the performance of Keills...

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