All Global articles – Page 146
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Asset Manager News
Timbercreek Asset Management releases 2017 Outlook report for global REIT market
Timbercreek Asset Management today released its 2017 Market Outlook which identifies key trends the firm sees playing out for global real estate securities in the year ahead.
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White papersGlobal 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 papersWhat are investors looking for in today's investment environment?
These conflicting times of unconventional monetary policy finds investors balancing their choices in an effort to avoid the risk of capital losses; and, at the same time, avoid the regret of missing what may well be a once-in-a-generation bull market in equities.
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White papersInside Real Estate: Annual strategy outlook for 2017
A new president in the white house – After a bitterly fought election, Donald Trump surged on a wave of populism to be elected the 45th President of the United States.
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White papersThe end of the beginning: The global economy picks up momentum in 2017
November 1942. Winston Churchill addressed the British House of Commons on the occasion of the first Allied victory to date over Hitler’s armies in all of World War II. General Montgomery had defeated Rommel’s seemingly unstoppable armored Panzers at the battle of El Alamein.
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White papersGlobal 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 papersCross 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 papersRecent 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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White papersGlobal 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
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
EU Referendum: impact on UK real estate
The hit to UK real estate sentiment sparked by the UK’s vote to leave the EU may be limited by easier monetary policy, says Chris Urwin.
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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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White papers
The case for listed real estate in a multi-asset portfolio
This is an expanded version of a 2015 paper which sets out to re-examine existing literature and research on the role of listed real estate as a proxy for direct real estate and the impact of listed real estate on the performance of multi-asset portfolios.
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White papers
Global Economic Overview: Spring 2016
The world economy stumbled in 2015, amid weak aggregate demand, falling commodity prices and increasing economic volatility in major countries. The world GDP grew by 3.1% vs. 3.4% in 2014.
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White papers
Global Real Estate Summary: Edition 1 2016
The global economy is relatively healthy, despite the fact that in most major economies domestic demand is expanding at a rate below its 10-year (or longer) average.
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White papersThe High-Tech Lever: Examining Technology’s Influence on the Economy
The physical limitations of our strength, our endurance, and our finite life span have actually been a catalyst to the success of our species. Human beings have used their creativity and ingenuity to continually transcend those confines.
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White papers
Is the New GICS Sector Worth $100 Billion?
In a fitting time almost 25 years after the Kimco IPO kicked off the start of the modern REIT era, the Real Estate sector has matured enough to garner a home of its own.
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White papersBasis Trade at Index Close (BTIC) Trading at Index Option Expirations
Most index options traders use index futures for hedging purposes.
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White papers
Automation and Real Estate – the rise of the machines
This paper considers the impact of computing and robotics advances on the workforce and how this will influence real estate markets.
