Real Assets – Page 78
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White papersTimberland and Farmland: Working Together in a Mixed Asset Portfolio
Timberland and farmland assets have been used and tracked as components of institutional portfolios for over two decades, establishing a strong historical record of performance, low to moderate risk, and favourable diversification characteristics.
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White papersDisruptive change leads to opportunity
Any form of uncertainty is disruptive. The hung parliament result of the June general election, with no party obtaining a majority, created renewed doubt at a time when the electorate needed strong leadership and direction to navigate the complicated process of Brexit.
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White papersRevisiting the Living Sectors: Evidence of Strong Growth and the Potential for More
Our article, “Introducing the Living Sectors: New Investment Targets for Stability and Growth in Europe”, published in the September/October 2015 issue of this publication, outlined the investment case for what we labelled the “Living Sectors” – to our knowledge a new coinage at the time.
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White papersCommercial Mortgage-Backed Securities: Understanding the basics
Investors gained, too. In broad terms, they now had an efficient way to invest in commercial mortgages and an asset class capable of meeting a wide range of risk-return preferences.
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White papersHow bad could a trade shock be for the industrial sector?
Globalization’s inexorable forty-year march was dealt a blow by Brexit and the subsequent presidential election in the United States.
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Q1 2017 Single Family Housing Market Update
On the heels of improving economic conditions for households in recent years, the housing market has been robust with strong price appreciation, healthy demand, and a continued need for production.
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White papersThe potential impact of the Grenfell Tower on the UK property market
The property world has rightly been under scrutiny since the tragic events at Grenfell Tower.
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White papersEconomic and Property Market Outlook: Q2 2017
The British economy made a rather uninspiring start to the year. In Q1 2017 the UK economy grew by 0.2%q/q, a similar growth rate was recorded in Q2 of 0.3% q/q, resulting in the UK economy growing at a slower rate than most advanced economies and the EU area as a whole.
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White papersReal Estate Summary: Edition 1 2017
There has been a gradual political shift towards populism in recent decades.
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White papersAPAC Real Estate Outlook: 2H17
Focus on value creation beyond immediate horizon, with eye on counter-cyclical strategies
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White papers
First Closing of KGAL's Aviation Fund APF 3
Continued success in infrastructure fund raising for 2017, KGAL has successfully raised more than 1/3 of the target volume for its transportation Aviation Fund APF3
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White papersEuropean Research Monthly Update: Positive private and public pricing signals
Investors are increasingly concerned about record low prime property yields, but there are a number of broader price signals worth considering
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White papersUK Real Estate Market Outlook: July 2017
Economic momentum appears to have continued into 2017, but has been modest – growth in real GDP in the first quarter, at 0.2%, was below expectations.
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White papersUK real estate market commentary: June 2017
The sharp depreciation in sterling since last year’s Brexit vote has pushed up inflation to almost 3% and cut real incomes and consumer spending. While a lower exchange rate ought to boost exports, UK exports have so far been flat, possibly because foreign buyers are concerned about future tariffs.
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White papersContinental European real estate market commentary: June 2017
The eurozone economy appears to have entered a more robust recovery cycle, as faster growth leads to stronger investment. While Emmanuel Macron’s election as French president has improved business confidence across the region, the key to increasing investment has been the steady fall in industrial spare capacity since 2013 combined with low interest rates.
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White papers
Cyclical Entry Point In Recovery
In the Q1 2018 Market Commentary, “Cyclical Entry Point in Recovery,” GTIS Research covered the perfect storm of policy errors and external factors that created the current recession, the ensuing recovery, and the outlook on the economy and real estate market. Policy errors under the previous administration coupled with extraordinary factors led to Brazil’s worst economic crisis in recent history.
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White papersExpanding the European Universe
Following our Q1 2017 report, we have now doubled our universe of real estate markets from 50 to 100. This expansion is focused on including the 100 most liquid local European markets.
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UK real estate market commentary: March 2017
The vote to leave the EU has generated different responses from UK business and consumers. Despite the Bank of England’s cut in interest rates and other measures, business investment fell in 2016 and companies have become more cautious about recruitment.
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White papers
Continental European real estate market commentary: March 2017
The vote to leave the EU has generated different responses from UK business and consumers. Despite the Bank of England’s cut in interest rates and other measures, business investment fell in 2016 and companies have become more cautious about recruitment.
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White papersThe European residential opportunity
Why It Is Now The Right Time To Execute A European Residential Strategy
