All Commentary articles – Page 144
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White papersIdentifying 2020’s successful challengers
Europe is still growing, if slower than expected. And so, looking ahead, there are exciting opportunities – for example in challenger brands or new business models disrupting the old guard.
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White papersImproving outlook for risk assets
The downturn in industrial output is bottoming out and corporate earnings – powered by rate cuts in the US and Europe – are about to accelerate.
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White papersManaging the carbon footpath
Whether transport, energy or utilities, Europe’s infrastructure is set to play an essential part in the transition to a greener environment and better society. Just as new “green” infrastructure is being built, so too old “dirty” infrastructure providing essential services must be decarbonised.
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White papersDemand grows for high-quality ESG analytics
After the buzz comes the reality. As we look towards 2020, the key responsible investment (RI) themes are already evident. Technology, regulatory changes, enhanced analytics, active use of voting rights and thematic issues (eg, climate change or the sustainable development goals) are key elements of this and are set to be the focus in the RI field.
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White papersLooking through the Brexit clouds
Looking ahead to 2020, we are full of hope for a conclusion to Brexit. As investors, our approach to property investment remains constant, mitigating specific risk to suit the economic environment. However, Brexit is clouding the investment landscape and has created a stasis across most home-grown markets
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White papersGlobal Investment Views - January 2020
As we approach the year-end, a look back over the past 12 months reminds us how unconventional this year of records has been. On the upside, equities rallied to historical highs in December and fixed income returns were also strong as bond yields fell. The combination of these trends enabled a traditional 50 bond/50 equity balanced portfolio for European to investors generate 15.5%1, the best annual performance in the last two decades.
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White papersTrade war clouds the outlook
The effects of the US’s multiple confrontations with allies and adversaries over its terms of trade with the rest of the world have overshadowed commodity markets throughout 2019. At the beginning of this year we anticipated relatively swift progress towards a trade deal between the US and China. But as the year progressed it became clear that this confrontation would last much longer than we had initially expected. We now believe it will continue beyond the US presidential election late next year, irrespective of which candidate wins.
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White papersReal estate outlook 2020: Continental Europe
As 2019 comes to a close Vivienne Bolla and Souad Cherfouh look ahead to the key themes that will shape the European real estate markets in 2020 and beyond.
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White papersOutlook 2020: The Beauty of Symmetry
− Global growth is finding its feet, but a powerful upswing is not around the corner: risks such a Hard Brexit (still!) and the US elections are impediments to a meaningful capex recovery.
− 2019 was in many ways similar to 2016; but 2020 will not be a repeat of 2017. We expect equity gains to continue, but in a far more muted fashion.
− Central banks engineered a stunning risk rally in 2019; they will be less active in 2020. But nascent efforts to make inflation targets more symmetrical will remain a risk-friendly force. -
White papersOur convictions for emerging markets in 2020
GDP growth should be stronger across many emerging markets in 2020 as Anjeza Kadilli explains.
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White papersReal Estate Outlook Europe – Edition 4, 2019
Fundamentals patchy but real estate markets robust
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White papersReal Estate Outlook Asia Pacific – Edition 4, 2019
Rise in yield spreads to spur investment interest
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White papersReal Estate Outlook - Global overview – Edition 4, 2019
Returns slowing but rate cuts supportive of sector
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White papersReal estate outlook 2020: UK
As 2019 comes to a close Jonathan Bayfield looks ahead to the key themes that will shape the UK real estate market in 2020 and beyond.
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White papers2020 Outlook For The Us 10-Year Treasury Bond
In 2019, 10-year US Treasury bonds traded in a range of 1.46-2.78%, the fourth-widest range since 2010.
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White papersAsia Pacific Trends For 2020
With the year drawing to a close, we turn our attention to the outlook and identify the major occupier and investment trends that we expect to influence market conditions and investment performance in 2020 and beyond.
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