Latest Manager Research – Page 460
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White papers
Selecting an international real estate investment manager
The relationship between a real estate investor and their investment manager should be a long and rewarding one.
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Presentation on the impact of Brexit
Senior Investment Analyst, Jelena Kucenko, discusses the impact of Brexit on the UK Economy.
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White papersCompelling Opportunities in Off-the-Run Commodity Markets
Given the idiosyncratic nature of the highly volatile and less efficient “off-the-run” commodity markets, we believe compelling alpha opportunities and diversification benefits are available for investor portfolios.
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White papers
Catering for changes in the Restaurant Sector
Casual dining remains a favoured pursuit for consumers, who despite keeping a check on outgoings, spent a greater proportion of their incomes on dining out.
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European real estate activity dips from record levels
Continental European commercial real estate returns are set to be buoyant in 2016 before moderating, says Chris Urwin.
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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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European smaller cities: Punching above their weight
The world is urbanising. According to the United Nations, well over half of us will be living in cities by the middle of the century.
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Italian investors are an emerging force of capital for European real estate
Due to the low interest rate environment and the increasing volatility of financial markets, appetite for real estate and its capacity to deliver stable income flows is growing fast.
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Hybrid bonds – attractive opportunities for superior returns
The European Central Bank (ECB)’s March meeting once more confirmed that traditional fixed-income investments no longer generate much-needed excess returns in a climate characterised by cheap central bank liquidity.
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How to implement ESG analysis in credit research
At Insight, we believe that incorporating environmental, social and governance (ESG) risks within credit analysis, alongside other investment considerations, is achievable and beneficial for investors.
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White papersMagnify: Is there Life Beyond London?
Investors and occupiers are increasingly looking beyond London for, respectively, higher returns and lower rents.
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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
UK real estate momentum slows
UK commercial real estate returns are easing and likely to slow further this year, says Richard Levis.
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White papersGame Theory Primer for Macro Investors
Game theory provides a framework for making sense of geopolitical and macroeconomic developments that affect asset prices—and investors can leverage game theory to assess investment opportunities.
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Commercial Mortgage-Backed Securities (CMBS): Understanding the basics
Generally speaking, CMBS are fixed rate bonds that represent an investment in a portfolio of first mortgages on a diverse range of commercial properties. This type of CMBS is commonly referred to as “conduit” CMBS and is the focus of this document.
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White papers
Japan's negative interest rate policy: Impact on real estate
The Bank of Japan (BoJ) joined the negative interest rate club earlier this year, following in the footsteps of central banks in Europe – including the ECB, Swiss National Bank, Riksbank and Danish National Bank – and which have pushed deposit rates on bank reserves below the zero threshold, albeit to varying degrees.
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White papers
UK Offices: Life beyond London?
London has, since the global financial crisis, re-asserted itself as one of the world’s leading destinations for global real estate investment.
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White papers
Real Estate Market Outlook: Continental Europe
Eurozone economic growth is on a gradual upwards path, supported by the European Central Bank’s extension of the quantitative easing stimulus programme through to 2017, and by the recent interest rate cuts.
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White papers
Asia Pacific Real Estate Summary: Edition 1 2016
Macro conditions have generally stabilized across APAC relative to January’s low point, which was characterized by elevated financial market volatility, falling commodity prices and declining global trade which many regional markets depend on to support activity and jobs.
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White papers
Brexit and its impact on the UK Property Market
The impact of the EU leaving the UK is difficult to ascertain with precision given that there is no historic precedent.
