Content (42)
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White papersReal Estate House View: United Kingdom - First half-year 2024
Based on the view that interest rates and therefore gilt yields are unlikely to return to their cyclical lows, the outlook for real estate investment is changing.
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White papersReal Estate House View: Switzerland - First half-year 2024
The construction industry will have breathed a sigh of relief. The construction cost index recently rose by just 1.4% year-on-year. The sharp temporary increase thus remains an anomaly triggered by the shortage of supply. Prices for building materials, which are largely imported, were the main driver prior to the rise in interest rates, as the Drewry World Container Index shows. However, no price reductions are expected in 2024. The higher interest on borrowing is set to drive prices until mid-2024 at the latest. On top of this, additional planning requirements could potentially account for up to 2 percentage points of construction inflation.
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White papersReal Estate House View: Europe - First half-year 2024
When is the right time to re-enter the market? Fears of investing whilst values are falling has put significant downwards pressure on investment volumes. Instead, real estate investors have been monitoring government bond yields, seeking stability in the so called ‘risk free rate’ as an indication that property yields have also stabilised. Into 2024, we expect investment activity to pick back up, supporting price discovery. Although the first half-year may only show tentative signs of improvement, by the second we believe activity will regain momentum.
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White papersCan the renewable energy sector solve the climate crisis?
The renewable energy sector has seen impressive growth rates in the past 20 years. According to the European Environment Agency, the share of renewables in total energy consumption more than doubled, increasing from below 10 percent to 22.5 percent in 2022.
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White papersBiodiversity: the next frontier in impact investing
At its core, impact investing links intricately with the preservation of biodiversity. The vitality of ecosystems and survival of numerous species plays a pivotal role in pressing global challenges like climate change and sustainable development.
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White papersManaging healthcare fundamentals and future performance
Over the past decade, the European healthcare sector has become increasingly popular among institutional investors’ portfolio allocations given its rational, property fundamentals and social impacts in line with the United Nations Sustainable Development Goals.
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White papersReal Estate House View - United Kingdom, Second half-year 2023
The latest CFO Survey by Deloitte reports early signs that the labour market is beginning to cool.
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White papersReal Estate House View - Europe, Second half-year 2023
What does it take to reach a new equilibrium?
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White papersReal Estate House View - Switzerland, Second half-year 2023
With the rate hike cycle winding down, an end to rising real estate yields is also in sight.
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White papersThematic ESG research: impact of natural hazards on rents
Swiss Life Asset Managers presents its new publication “Thematic ESG Research” for the first time. The new research series sheds light on sustainability trends and addresses innovative ESG research issues.
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White papersLondon remains top of the European Thematic Cities Index for the third time in a row
The Swiss Life Asset Managers’ European Thematic Cities Index helps real estate investors make smart decisions on where to invest. The index indicates which European cities are the most well equipped to handle structural transformation in five key areas. Amsterdam has broken into the upper echelons for the first time, followed by Zurich in third place.
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White papersThe real estate industry is going digital − serious challenges must be mastered
The real estate business is in a constant state of change.
