Latest Manager Research – Page 465
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Doing well by doing good: Why sustainability delivers a double bottom line
Significant transformation within the energy industry that increasingly supports sustainable infrastructure is under way. Demand for clean energy is rising, driven by chronic underinvestment in infrastructure, new policy and regulation, more competitive costs of renewable fuels, efficiency technologies, and heightened consumer awareness. As demand grows for low-carbon transport, low-carbon electricity, ...
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Debt, distortion and navigating credit markets
Markets have been distorted by unprecedented central bank intervention. In spite of talk of policy normalisation, the burden of debt is a significant constraint. Finding opportunities in credit markets will require innovative investment approaches, writes Insight Investment’s Head of Credit, Alex Veroude
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Convertible Bonds: An attractive asset class in today’s environment
Convertibles are hybrid securities combining features of both bonds and equities with the capability to give investors access to “best of both worlds”. In today’s volatile equity markets and low interest rate environment, they are particularly interesting.
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Diversification potentials in European housing markets
The different economic, financial and, most importantly, institutional and structural factors on the European housing markets currently make it challenging to develop a pan-European residential investment strategy. The structural differences constitute one of the reasons why the performance of residential assets varies strongly. While factors such as interest rates, government ...
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Building on Strong Foundations
Anyone reading this publication will already be aware of the strong capital value growth experienced across European real estate in recent years. That growth has been more pronounced in some markets and sectors than others, so now is an opportune time to review how much value remains on offer, where ...
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Searching for Returns: Real Estate - Investors Take Profits
International pressure to invest opens up selling opportunities
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Magnify: Investing in the UK leisure sector
Low government bond yields and falling yields on mainstream UK commercial property are fuelling investor appetite for non-traditional real estate, such as leisure
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Introducing the “living” sectors – New investment targets for stability & growth in Europe
In Europe, we see a broad opportunity to invest in what we call “living” property. Simply put, this is the real estate where people make their homes at the various stages of life.
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Investment case: Continental Europe
Continental Europe’s real estate market offers investors the scope to tap into a wide opportunity set, capitalise on the region’s economic recovery and reap the benefits of diversification while keeping risk down to levels consistent with core, income-driven investments.
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A world view: the case for global core real estate investment
Real estate has earned itself a firm place in institutional portfolios, with worldwide investment in property reaching a record $13.6 trillion. However, one key difference remains between investor attitude to real estate and to other asset classes.
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When will Central London office rents peak?
Central London offices have recently been the star performer of the UK commercial real estate market. Total returns on City and West End offices averaged 14.2% per annum and 16.1% per annum respectively over the five years to June 2015 (source: MSCI), well above the all property average of 10.1% ...
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Pension Risk Transfer Gains Momentum in a Low Interest-Rate Environment
The pension risk transfer space continues to proliferate, with plan sponsors from an array of market sectors, firm sizes and geographical locations proactively transferring pension risk to insurance companies.
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European equities: Finding the best investment approach
What impact have recent events in Europe, particularly Greece, and in China had on European equities?
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UK Real Estate: Above-trend returns continue as rental recovery broadens
Strong performance of UK real estate to continue in the near term, despite slower capital growth
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European Real Estate: Five-year forecast ticks up to nine per cent p.a., but mid-year view more muted
Yield spread over government bonds drives a 20 per cent hike in investment levels
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Big city, bright lights, better returns? [Infographic]
Mark Callender, Head of Real Estate Research, explains how carefully contrstructed property can capitalise on a future increasingly centered on cities.
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US Economic Outlook: Q2 2015
July’s economic data for the US, to a large extent, represented more of the same with some mixed economic news.
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Insights: Quarterly market views from our fund managers - Q2 2015
The Asia Pacific real estate market is expanding rapidly – invested stock in the region rose by 10% in dollar terms over the past year to $5.1 trillion, moving further ahead of Europe and North America. This growth has helped to further broaden the pool of opportunities, with new markets meeting the transparency and maturity criteria for core investment.
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Research Blast: Beginning of a recovery?!
Behind the headlines of the crisis in Greece, the eurozone economy has produced some encouraging indicators in 2Q15, which suggests that it is moving into a phase of sustainable economic growth.
