All Asia Pacific articles – Page 28
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White papers
Cross Asset Investment Strategy: January 2017
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
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White papers
Trump presidency weighs on Asia-Pacific real estate
Concerns over a slowdown in Chinese economic growth have receded, but the rise of Donald Trump could present challenges for Asia-Pacific real estate markets, says Sandip Bhalsod.
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White papers
House View: Q1 2017
The Aviva Investors House View document is a quarterly publication which encapsulates the thinking of our investment professionals across asset classes.
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White papers
Global Real Estate Securities: 2017 Market Outlook
Our fundamental approach and valuation models suggest global REITs are priced to deliver an 8.5%–10.5% total return in 2017, consisting of a 4% current dividend yield and 5%–6% growth in earnings driven by occupancy gains, higher revenue from bringing in-place rents on expiring leases to market, acquisition of new properties and the completion of existing development projects.
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White papers
Can Beijing tame China’s housing bubble?
House prices in China have soared over the last 12 months, prompting fears of a property bubble. The government is trying to tackle the problem – but has it moved too late to avert a crisis?
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White papers
Global Market Outlook for 2017
William Blair Economist Olga Bitel and Portfolio Manager Simon Fennell shared their perspectives on changes in the global marketplace.
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White papers
Cross Asset: 2017 and beyond
In an ultra-low or even negative interest rate environment, maintaining an overweight stance in emerging market assets (equities, debt and currencies), in credit (vs. government bonds) still makes sense, while continuing our search for yield and spreads.
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White papers
On China: Observations on the effervescent residential market
A recent headline in the Chinese local media raised eyebrows with regards to the frothy nature of China’s housing market, when a prominent local developer priced its latest residential product launch in an upscale district of Shanghai at an astronomical RMB 300,000 per square meter (approximately USD 4,200 per square feet).
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White papers
Still lucky?
Macro and sectoral rebalancing taking place supporting real estate fundamentals in Australia
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White papers
Recent Macro Trends Should Persist in 2017
Portfolio Manager Ken McAtamney expects a number of recent macroeconomic and market trends to persist in 2017, including a modestly positive uptrend in inflation and a continuation of equity-market leadership.
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People News
Yo-Hann Tan appointed CEO of the newly established BNP Paribas Real Estate representative office in Hong Kong
BNP Paribas Real Estate has announced the appointment of Yo-Hann Tan, Head of BNP Paribas Real Estate Asia Pacific as Chief Executive Officer of the newly established BNP Paribas Real Estate Representative Office Hong Kong.
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White papers
APAC Market Outlook: 2H16
Investment opportunities and strategies linked to broad structural shifts across the APAC region likely to outperform.
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White papers
Global Real Estate Summary: Edition 2 2016
In a hypothetical asset market exam, the fundamentals for good quality commercial real estate would definitely get a passing grade.
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White papers
Adding flavor to your portfolio: All you need to know about real estate
For institutional investment purposes, real estate usually refers to the commercial sectors of office, retail, industrial (including logistics) and the leased (rather than owner occupied) residential sector. Increasingly, real estate investment also refers to debt secured against property assets and other niche sectors such as student accommodation, hotels or healthcare.
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White papers
Global Market Update: Taking Stock After Brexit
Portfolio managers Simon Fennell and Casey Preyss provide a mid-year follow-up to our Global Market Outlook. Learn how we got where we are in 2016 and what we can expect for the remainder of the year.
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White papers
House View: Q3 2016
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams.
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White papers
European Real Estate Quarterly: Q1 2016
Towards the end of 2015 and into Q1 2016 there have been an increasing number of commentators speculating that the world economy is on the cusp of a new recession, triggered by slowing emerging market economies.
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White papers
The case for global real estate
Stronger diversification and a wider opportunity set are just two of the reasons to consider investing globally.
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White papers
Global cities: Superior returns in top cities
The world is moving away from sovereign borders and is becoming defined by economically powerful global cities.
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Asset Manager News
Strong tenant demand for M&G Real Estate’s new look Sengkang Mall in Singapore
Tenants have leased almost 90% of the retail space at M&G Real Estate Asia’s Compass One shopping mall in Sengkang, Singapore, well ahead of a targeted third quarter opening in 2016.