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Market Outlook

Get information and expert opinions on a variety of current financial, investment and economic issues.

Starlight Capital Presentation – Covid-19 Real Estate Outlook featuring CBRE

May 13th 2020

Please listen to a playback of our recent conference call with Dennis Mitchell, CEO & CIO and Paul Morassuti , Vice Chairman, Valuation & Advisory Services, CBRE Canada. Paul shares his views on the future of the multifamily, industrial, office, retail, and hotels sectors. He also reviews current fundamentals, the impact of Covid-19 and the recovery prospects for each sector.

Keynote Speakers

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Diversify with Private Real Assets: Introducing Starlight Capital Private Pools

April 30, 2020

Please listen to a playback of our recent conference call with Dennis Mitchell, CEO & CIO discussing the Starlight Capital Private Pools.  The private pools provide accredited investors with access to institutional private real estate and infrastructure managed by some of the world’s largest private asset managers.

Keynote Speakers

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Real Assets Performance During the COVID-19 Sell Off

April 13, 2020

Starlight Capital is pleased to replay the recent conference call with Dennis Mitchell, CEO & CIO, and Mark Herzog, Managing Director, Institutional Equities, CIBC World Markets Inc. Where they answer the following and many more questions.
  • What types of market participants were buying and selling during the sell-off?
  • Were there any sector-specific issues that led to REITs, Utilities and Infratech names selling off?
  • In light of the discounts we are seeing in the market, are investors looking to move capital into REITs, Utilities and Infratech names?

Keynote Speakers

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2020 Global Real Assets Outlook Conference Call

January 17, 2020

Hear from Dennis Mitchell of Starlight Capital, Daniel Drimmer of Starlight Investments and Alina Osorio of Fiera Infrastructure as they provide their outlook for global real estate and infrastructure markets.

Keynote Speakers

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2020 Global Markets and Starlight Capital’s Funds’ Outlook

January 17, 2020

With global equity returns expected to moderate in 2020 and long bond yields expected to remain low, institutions continue to allocate capital to real assets as returns for real estate and infrastructure are expected to remain attractive. Gain insights from our portfolio management team on their outlook for this year and a closer look into our recent fund performance.

Key takeaways:

  • Global economic growth is forecast at 2.9% in 2020 as investment and trade gradually recover from last year’s significant weakness, but downside risk remains.
  • The outlook for real assets in 2020 is robust with total returns underpinned by strong, expected internal growth and tax-efficient yields.
  • In 2019, Starlight Capital’s funds delivered strong total returns, beating their respective benchmarks and generally went up when global and U.S equities went down.

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Starlight Hybrid Global Real Assets Trust – Private Placement, Update and Outlook

November 19, 2019

Dennis Mitchell, CEO & CIO of Starlight Capital, discusses the Starlight Hybrid Global Real Assets Trust and the private placement. The Trust generates long-term capital appreciation through exposure to institutional quality real assets in the global real estate and global infrastructure sectors.

Keynote Speakers

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Global Real Estate Update and Outlook

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February 6, 2019

Hear from industry experts on their outlook for real estate and how this sector can enhance client portfolios and contribute to client returns.
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Global Infrastructure Update and Outlook

Keynote Speakers

January 30, 2019

Hear from industry experts on their outlook for infrastructure and how this sector can enhance client portfolios and contribute to client returns.
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Analysts Remain Optimistic on REITs for 2019

January, 2019

By: Diane Rusignola, NAREIT

After a volatile 2018, REITs are prepared to meet the challenges of 2019, including a number of macroeconomic factors like global trade, which has become more visible and volatile over the past year. But with strong performance anticipated in sectors including retail, data centers, and apartments, analysts say investors should still expect REIT stocks to perform well this year.


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Views expressed regarding a particular company, security, industry or market sector should not be considered an indication of trading intent of any mutual funds managed by Starlight Capital. These views are not to be considered as investment advice nor should they be considered a recommendation to buy or sell. Documents (including press releases) regarding the various investment funds that are managed or advised by Starlight Capital are provided for information purposes only and cannot be relied on to be complete, exhaustive or error-free unless the complete set of documents for any given investment fund with respect to which information is being sought is reviewed and then only on SEDAR (www.sedar.com).

Forward-looking statements
Any “forward-looking” statements contained in this Website represent Starlight’s views of possible future events or circumstances and are based on our observations and analysis of current events and trends. These statements are generally expressed in the future tense and may not be expressly identified as forward-looking statements. Forward-looking statements are based on assumptions made by Starlight regarding our beliefs and opinions, and are subject to a number of mitigating factors. Forward-looking statements may prove to be incorrect. Economic and market conditions may change, which may materially impact the views of Starlight, our actual course of conduct and the success of our intended investment strategies.
 
© Copyright 2020 Starlight Investments Capital LP. All Rights Reserved.

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