UK Real Estate: Talking points July 2024
Political stability, rebased pricing, falling inflation and the expectation of rate cutting are collectively expected to provide a more supportive environment for UK real estate.
Green to gold: realising opportunities from the carbon transition
We explore the interventions required to monetise green energy, and how investors might benefit from the carbon transition.
UK Real estate – Overview Q1 2024
Total returns for the UK commercial property market turned positive in Q1 2024.
UK Real Estate: Talking Points April 2024
Our quarterly snapshot of current real estate market trends.
2024 Global Real Estate Outlook
What’s in store for real estate in 2024? Global megatrends and financial conditions will impact returns and sector allocation.
Targeting relative value in listed real estate
With inflation data suggesting we are at or near the peak in interest rates and investors assessing scope for cuts in 2024, real estate equities have risen sharply from their lows.
The coming year could be an inflection point
2024 could be a challenging period, but could be a good time to invest in Alternatives.
The resurgence of Europe’s luxury high streets is gathering momentum
High street retail markets across Europe are benefitting from the solid recovery of tourism, both international and domestic.
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Rising incomes: what are the outcomes for global residential rents?
We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.
