About Rachel Kelly

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So far Rachel Kelly has created 46 blog entries.

Coronavirus-Led Migration Away from Urban Cores

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (1.3Mb PDF) In “Coronavirus-Led Migration Away from Urban Cores: Is it a Trend a Timberland Investor Can Rely On?,” our Economist, Chung-Hong Fu, discusses the migration from urban centers to the suburbs and more rural areas, which has been catalyzed by the pandemic. The pandemic coincides with [...]

2021-01-14T11:03:13-05:00Dec 23, 2020|

Exploring the Link Between Lumber Prices and Timber Markets

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2.3Mb PDF) When the COVID-19 pandemic began in the United States in the spring of 2020, like most business sectors, the forest products industry experienced a lull in activity. However, lumber prices in the South rebounded quickly and dramatically and are now at all-time highs. This was [...]

2021-01-14T11:03:37-05:00Sep 14, 2020|

How Much Exposure Do You Have to China?

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (1.9Mb PDF) As we are in the midst of the fallout of the COVID-19 pandemic, China is a focus for a number of reasons. The pandemic will undoubtedly cause companies and countries to reexamine their supply chains and the risks associated with having too much exposure to [...]

2021-01-14T11:04:02-05:00Apr 14, 2020|

Timberland Investments: A Strategy and Style Framework with Associated Risk Factors

Chung-Hong Fu: Managing Director Economic Research and Analysis DOWNLOAD (2.4Mb PDF) When investors and their consultants examine the timberland asset class and try to understand its inherent risk factors, and specifically those created by a particular management style or strategy, they often look for a framework to assist in the evaluation process. In “Timberland Investments: A [...]

2021-01-14T11:04:27-05:00Jan 24, 2020|
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