Recent global headlines have again raised concerns over the state of troubled department stores as the month saw Sears Holdings file for Chapter 11 bankruptcy in the U.S., while Debenhams...
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The outlook for real estate returns in the face of expected interest rate increases is understandably a current focus point for many investors. Conventional wisdom and the narrative that is...
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The recent corporate governance failures in South Africa have shone a light on the role management play in running companies. We thought it an opportune time to highlight some of...
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At Catalyst Fund Managers we have long held the view that not all physical retail is created equal and that there would inevitably be a distinct return profile differential between...
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