By Marc Gilbard
We are in a period of high financial market volatility and uncertainty, and we have no idea how long this will last. There is a temptation to reshape asset and portfolio strategy as yields bounce around and the future of economic growth becomes increasingly opaque.
At Moorfield, we have chosen to look through the near-term stresses and stay with our belief that although the Living & Storage sectors might have to ride some waves, the day will return when a clear sky and calm sea reminds us of the simple fact that everyone needs somewhere to live and goods need somewhere to stay, especially as trade networks are reshaped.