Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
Let’s get physical
We believe a combination of direct and indirect property can be a powerful mix. Here we take a closer look at our approach to physical property in our portfolio.
Property portfolios & the benefits of alternative thinking
We explore a fast-evolving and geographically diverse real estate sector. Learn how the evolution of retail provides opportunities and why a selective approach to healthcare property makes sense.
Time to index-link your income?
We explain why selective investment is key, explore sub-sectors across Europe and the UK enjoying rental growth and assess future property trends.
Investment Outlook 2022 with William Davies
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Solutions in 2022: a defining time for inflation and ESG
As inflation runs hot and interest in ESG impacts rises, there is a fundamental shift in our institutional and sub-advisory clients’ needs. We expect allocations to alternative risk assets, and to assets with positive environmental impacts, to increase.
UK Real Estate: how to follow a record 2021?
James Coke looks at how the UK market might follow a record 2021, and while we don’t expect next year to deliver comparable capital value growth, it is likely to witness similar positive supply and demand dynamics which should maintain market momentum
Net Zero Strategy and pathway
The following Strategy and Pathway, has been developed in line with the Better Buildings Partnership’s Net Zero Carbon Pathway Framework. It provides the overarching scope of our commitment to a net zero target of 2050 for our UK Real Estate portfolio, and will be supported by fund-level frameworks providing individual targets, commitments and pathways for each of our funds
Committing to zero carbon real estate
Our UK Real Estate strategy to reach net zero by 2050 addresses a major source of risk for commercial property investors and aims to deliver better outcomes for all stakeholders
Is the bond broken?
An allocation to government bonds within a multi-asset portfolio has traditionally played a vital role in terms of risk management and diversification. But with a decade-long bull era in both government bonds and equities, is this assumption still valid?
