Managing risk in global property (3)

What's happened in global investment markets?(2)


By February this year, investors began to question how long this would continue, especially if benign interest rate conditions turned sour.

The strong Chinese growth numbers in February threatened to do just that.


At the same time, investors were still questioning the impact of a slowdown in the US housing market which began back in 2006.

The final straw that came later in 2007 was the sub prime issue with its immediate impact on

i) property markets (both direct and listed) and

ii) related concerns over US economic growth, further reinforcing already negative market sentiment.


Source: AMP Capital Investors, Australia