News and Insights

With the tens of trillions stimulus support being issued and the low-interest rates and money-printing environment, we, at Chelsfield, believe the phrase ‘lower for longer’ is going to become increasingly prevalent.

As a result, we are already experiencing more demand for robust and stable cash flow. The hunt for yield will increase further over the coming months.

Changes in behavioural trends are harder to call. The longer the disruption persists, the more entrenched our ‘new normal’ habits will become. Predominantly, we consider COVID-19 as accelerating the underlying changes that were already occurring.

One example of this, evident across most segments, is the trend of seeing real estate as a means of building brand equity in the context of digital economies. It is now less about bricks and mortar, and more about service provision and meeting the need of your customers.

As a result, Chelsfield is actively pursuing investment themes internationally that focus on assets with long-term social and economic relevance and creating strong underlying cash flows.