Intellidex’s Dr Stuart Theobald was interviewed by Bruce Whitfield on Radio 702 regarding how the state should insure (or not) its property portfolio and his outlook for markets in the year ahead. “The problem for us in emerging markets is that [developed market] liquidity has flowed substantially into emerging markets, into our debt and equity markets, and we don’t really know what the withdrawal of that liquidity is going to look like. It could be very unpretty,” Theobald says.  

Listen to the conversation below.