Latest Manager Research – Page 427
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White papersDisruptive Technologies Drive New Opportunities in Commercial Real Estate
Technology increasingly connects the digital and physical worlds. Billions of people now access products and services in a highly efficient manner.
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White papersTurkish delight turns sour?
Concerns about the deteriorating Turkish situation helped core government bonds perform better, but credit market spreads were generally a little wider and emerging markets were very weak.
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White papersWhy governance is key to restoring trust in UK infrastructure
The UK infrastructure industry needs to face up to its failings and act in the best interests of all stakeholders. Developing a code of conduct would be a good place to start, argue Darryl Murphy and Mirza Baig.
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White papersReal estate investors face risks as euro zone reaches turning point
The European economy continues to grow above trend rates, but investors should be wary of rising bond yields and rapid development in some markets, says Vivienne Bolla.
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White papersUK retail parks ripe for redevelopment
With UK retail parks facing an increasingly perilous future, turning the sites into vibrant residential-led developments offers land owners an opportunity to bolster investment returns.
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White papersPortfolio strategies to cope with trade tensions
Escalating global trade tensions can affect regions and asset classes differently.
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White papersWhere will the next financial crisis come from? Are we ready to confront it?
The world is not yet completely out of the 2007- 2008 financial crisis, but the risk of a new crisis already arises. The theme of “regime shift” (volatility, interest rate, inflation, etc.) has resurfaced, which led to a marked correction in financial markets in January – February.
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White papersAsset Class Return Forecasts: Q3 2018
The current global expansion is set to run until 2020, with above potential growth in most countries in 2018 and 2019. However, the global GDP growth has started to decelerate and we expect it to slow further in 2020.
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White papersGlobal Investment Views: August 2018
Concerns about trade continue to take centre stage. While US assets have so far been resilient amid escalating protectionist rhetoric, markets targeted by tariffs are under pressure.
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White papersFrench Residential Market offers opportunities in Paris and beyond
French institutions have a low exposure to their residential sector in comparison to German and Dutch investors in their domestic markets. This offers the opportunity for an increase in residential investments in France given the size of the market.
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White papers2018 Midyear Outlook: (Still) Risk On
Investors are facing some pretty big questions: How long will the economy continue to expand? How will rising interest rates affect my portfolio? Will volatility continue to climb? Do geopolitics (or even just political posturing) really matter?
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White papersExchange rate predictability in Emerging Markets
This paper uses financial and macroeconomic variables to predict currency returns, by using a two-step procedure. The first step consists of a cointegration equation that explains the exchange rate level as a function of global and domestic financial factors. The second step estimates an error-correction equation, for modeling the expected returns. This approach is a factor model analysis, where a Lasso derived technique is used for variable selection.
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White papersThe Decisive Eye: A strategic bulletin on issues and opportunities in European real assets
In this latest issue of the Decisive Eye, we examine Europe’s DIGITAL future: Demographics, Infrastructure & Globalization, and Innovation Themes for Active Long-term investments.
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White papersEconomic Insights: June 2018
Stock market outlook: It may be a long, hot summer. Defensive stocks outperformed in June; investors may be starting to worry. We believe the robust U.S. and world economy should bring higher stock prices later this year.
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White papersInvestment Outlook for the Automotive Industry
We believe that today’s automotive industry—more than at any other time in its history—presents ample opportunities for active managers to uncover value for their investors.
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White papersEuropean long lease real estate: a defensive alternative
In a world in which income can be challenging to find, secure and growing cashflows are sought after by pension funds, insurers and other institutional investors.
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White papersAsia Real Estate Market Outlook - July 2018
Economic growth is expected to keep pace across the five developed Asia Pacific (APAC) economies in 2018, as the global trade recovery continues to gather momentum — albeit at a slower pace than 2017.
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White papersUK Real Estate Market Outlook
The start of 2018 saw a slowdown in the UK economy, with real GDP growing by only 0.2% over the first quarter. The arrival of the so-called “Beast from the East” storm in March, bringing construction to a standstill and deterring consumers from hitting the shops, contributed in part to this lacklustre expansion.
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White papersMagnify UK Retail
UK retail continues to face a range of structural and cyclical challenges. Nevertheless, it is a dynamic sector, which is adapting and responding to the evolving needs and demands of the consumer.
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White papersThe living wage: towards better industry practices
The concept of living wage goes back to the early twentieth century, with the creation of the International Labour Organization in 1919. Subsequently, this concept was taken up several times in texts that played a structural role in labour law (Universal Declaration of Human Rights, Tripartite Declaration of Principles concerning Multinational Enterprises and Social Policy, and the ILO Declaration on Social Justice for a Fair Globalization).
