The Wrap: Real Estate, Defence And The Fertiliser Outlook
-Positive for residential real estate, office concerns easing and caution on Melbourne malls -Two top picks in the small-cap defence sector -Citi’s bullish view on the global fertiliser outlook By Mark Woodruff Real Estate: Fresh perspectives In the early stages of a post-covid world, some fresh real estate perspectives from Morgan Stanley alleviate some concerns around suburban offices and highlight that residential intentions remain bullish. There is, however, another reason to be cautious on retail mall landlords, when they have high exposure to Melbourne/Victoria assets. Of the office...