Latest Manager Research – Page 464
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White papers
UK real estate market commentary – December 2015
Schroders expects UK GDP to grow by around 2% p.a. through 2016-2017, in line with its long-term trend.
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White papers
UK real estate: market returns slow but rental recovery broadens
As the UK occupier recovery broadens, rental growth is replacing yield compression as a key driver of returns
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White papers
European real estate: occupier demand on the rise
Rents are rising across all sectors while investment volumes are up significantly from a year ago
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White papers
Global Core Pricing
Given varying dynamics in the three major regions regarding commercial real estate pricing, it is easier to speak at the individual region level.
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White papers
Securities Open Doors to Prime Assets
Prime Asian buildings in prime locations are rarely traded, so are difficult for investors to access directly. But publicly listed real estate securities offer a way for investors of all type and size to gain exposure to such property.
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White papers
UK Real Estate: Market returns slow but rental recovery broadens
As the UK occupier recovery broadens, rental growth is replacing yield compression as a key driver of returns
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White papers
Rental Growth in the UK’s Occupier Markets: The recovery in UK occupier markets continues
Annual all-property rental growth touched a cycle high of 4.1 per cent in September, marginally ahead of the previous peak of four per cent seen in August 2007
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White papers
US Economic Outlook: Q3 2015
The US economy continued to lumber forward in Q3, as evidenced by the just-released GDP reading of 1.5% growth on an annualized basis.
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White papers
Schweizer Immobilienmarkt
Die Zuwanderung verliert an Dynamik. Die rückläufigen Bauinvestitionen dämpfen jedoch das Risiko von Überangeboten im Wohnungssektor.
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White papers
Le marché suisse de l’immobilier
L’immigration s’essouffle. La baisse des investissements dans le domaine du bâtiment limite cependant le risque d’offre excédentaire dans le secteur résidentiel.
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White papers
Ageing population: challenge for societies, opportunity for companies
The ageing of the population: under pressure More and more of us are getting older… A fact of life but the stark reality is that this long term demographic shift is inevitable and is already putting a great strain on our societies and economic models.
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White papers
Currency wars highlight risk and opportunity
After a positive first half risk assets are now on the back foot. Heightened volatility in currency markets has been particularly unsettling for emerging markets. Whether investors view currencies as a risk to be managed or an opportunity to be exploited the message is clear: doing nothing is not an ...
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White papers
Continental European real estate market commentary - September 2015
The eurozone economy grew by 0.4% in the second quarter of 2015 and Schroders expects it to continue to grow steadily by around 1.5% in 2016.
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White papers
UK real estate market commentary – September 2015
After a strong 18 months, Schroders expects the UK economy to experience a mid-cycle slowdown with GDP growth of around 2.25% in 2016.
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White papersThe Future Book: Unravelling Workplace Pensions
The Pensions Policy Institute, commissioned by Columbia Threadneedle Investments, has published a new compendium of DC statistics, “The Future Book”, setting out available data on the DC landscape, projections of the future aggregate value of DC assets, commentary and analysis of current trends.
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White papers
Absolute Return Fixed Income: Where does it fit in?
We define absolute return as a style of investing focused on alpha strategies with returns coming from beta largely excluded. While beta is usually positive, it may not always be.
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White papers
Generating returns and managing volatility: the absolute return approach to convertible bonds (October 2015)
The past months have been characterised by an unprecedented low rate environment coupled with unprecedented monetary easing policies. The continuous search for yield has pushed institutional investors out of their comfort zone, having to further diversify, to rethink their investment approach and risk budgets within a context of asset allocation ...
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White papers
Private debt markets: Asset owners can work together
Pension funds and other long-term asset owners are developing a greater appetite for private-sector loans. But the benefits of diversification and reliable yield come with the cost of greater analysis, more complex, idiosyncratic legal agreements and less liquidity. To weather these challenges, the best help might come from a like-minded ...
