Content (24)
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White papersLooking Through the Noise: Conviction Returning?
The respite from the Middle East conflict proved short-lived. Interest rates remained elevated during the fragile ceasefire and have moved slightly higher as hostilities resumed. Energy price shocks and their inflationary impact are expected to persist through the rest of 2026…
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VideoHow Geopolitical Shocks are Reshaping Conviction Across APAC Real Estate
A new set of crosscurrents is reshaping near-term deployment into Asia Pacific real estate. Yet, structural demand in key sectors and broadly constrained supply continue to underpin longer-term conviction.
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White papersMomentum Fractures Across Markets
After years of gradual recovery, Asia Pacific real estate entered 2026 in better shape than it had been in years. That progress is now at risk.
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White papers
Insights from the Asia Pacific Real Estate Market
In this exclusive three-part series, we unpack the forces shaping the region’s investment landscape, from long-term performance and macro fundamentals to sector innovation and demographic shifts. Whether you’re navigating tactical plays or positioning for the next cycle, these insights offer a forward-looking lens into one of the world’s most dynamic real estate markets.
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What’s top of mind for you when it comes to investing in APAC today?
Two words. Big impact. What’s top of mind for you when it comes to investing in APAC today? With Yian Wang, AEW APAC CIO
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Why invest in Asia-Pacific Real Estate?
In this exclusive three-part series, we unpack the forces shaping the region’s investment landscape, from long-term performance and macro fundamentals to sector innovation and demographic shifts. Whether you’re navigating tactical plays or positioning for the next cycle, these insights offer a forward-looking lens into one of the world’s most dynamic real estate markets.
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White papers
APAC Research Perspective - Q2 2025
Q2 2025 was a turbulent period for financial markets, driven by tariff threats, protracted negotiations, geopolitical tensions, and heightened bond volatility. In equity markets, US exceptionalism was challenged, prompting investors to reallocate in search for more attractive valuations, eventually resulting in Asia Pacific benefiting.
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White papers
APAC Research Perspective - Q1 2025
The unknowns continue to build in 2025, casting a shadow over broad decision making and growth prospects in the Asia Pacific region.
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White papers
Q1 2024 - Asia Pacific Market Perspective
Markets Moving Out of Sync, Rate Cut Expectations Recede, Noise And Volatility To Continue
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White papers
Asia Pacific Market Perspective - Q4 2023
New Year, Familiar Themes - Rate Cuts Expected, but Opinions on Speed and Magnitude are Wide
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White papers
Q3 2023 Asia Pacific Market Perspective
Between July and November 2023, soft-landing expectations remained intact; higher interest rates incrementally dampened growth and reduced inflationary readings, in line with central banks intentions.
