Real Assets – Page 57
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White papersAEW Research Flash Report - August 2020
Second quarter data confirm that the U.S. suffered the single most severe contraction in real GDP (-32.9% annualized) since the 1930s and, as the U.S. now passes through the “dog days” of summer, the nation’s economy and psyche continues to be dogged by the relentless spread of coronavirus across large swathes of the country, in particular the southeast, southwest and west coast states.
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White papersReal estate investors: don’t forget about climate change risk
The COVID-19 pandemic is top of mind for most investors, but the risk of impacts due to climate change should stay in focus, write Anne Böker, Associate Director Sustainability Management at PATRIZIA, and Greg Langley.
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White papersReal Estate House View - Switzerland
Residential market with stable first half 2020 performance investor uncertainty and lower population growth on the demand-side leading to lower rental levels in peripheral regions - tight market conditions within dense metropolitan city centres.
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White papersReal Estate House View - United Kingdom
Total return over H1 2020 equated to -3.3% compared to +0.3% over H2 2019 based on the MSCI UK quarterly index.
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White papersReal Estate House View - Europe
Covid 19 lockdowns led cars being replaced wit cyclists traversing back streets from Bogota to Barcelona. Extensive pop-up bike lanes have appeared. The current reopening of economies offers society the opportunity to reimagine city transportation.
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White papersTop 10 with… Interview with Benoit Delaby on Real Estate Customized Mandate
The growing appetite for real estate among Ultra High Net Worth (UHNW) investors has grown intensely over the last decade especially after the COVID‐19 crisis. In these uncertain times, the Real Estate Customized Mandates (RECM) business is re-engineering its tailor-made investment solutions in real estate for private clients to make them even more appealing to clients. Benoit Delaby, Head of RECM, explains to us how.
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White papersStill Looking For Alternatives? How About Real Assets
We focus on signs that the global economy is healing after the COVID-induced recession but that the outlook remains extraordinarily uncertain. We review inflationary pressures that are part of a new market narrative that has seen real assets rebound, but point to the need for policymakers to provide ongoing coordinated support.
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White papersTop 10 with… Interview with Jim McCandless on Farmland
As a top performing asset class for about a century, farmland has proven time again to have upside growth potential and to be resilient throughout various economic scenarios. It is an essential global asset class tied to food production and more investors are looking to add farmlands into their investment portfolios.
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White papersUK Private Rented Residential Sector
Providing homes for the UK and sustainable, diversified income for Local Authority Pension Funds. Why could now be a good time to invest in the residential sector?
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White papersConsiderations for DC Pension Funds: Investing in Global Real Estate
In 2019 The Department for Work and Pensions (DWP), HM Treasury and the Financial Conduct Authority (FCA) consulted on Defined Contribution (DC) schemes reporting on their policy for investment into illiquid asset classes.
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White papersGlobal player with a world view and deep local insight
Invesco Real Estate (IRE), a global real estate investment manager, invests in direct property and publicly-traded real estate securities, and has a 37-year investment track record.
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White papersThe Case for US Core Real Estate
Many investors are familiar with the appeal of holding real estate. With a generally low correlation to other asset classes, it can serve as a diversifier in a mixed-asset portfolio. Historically, real estate has delivered strong relative performance across multiple cycles compared to other asset classes, and its generally stable income, underpinned by long-term leases, makes it a compelling alternative to traditional fixed- income instruments.
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White papersGlobal Real Estate Outlook: A Quest For Certainty In Uncertain Times
COVID-19, a global pandemic, is first and foremost a public health emergency. As a result of the necessary policy responses around the world to slow the spread and mitigate the health impacts, it has also become an economic crisis and triggered financial market turmoil.
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White papers
Revisiting the case for investing in China real estate: Focus on fundamental and secular trends
Just a few years ago, there was more optimism around China’s economic outlook – an extended (though moderating) growth cycle, an ambitious Belt and Road Initiative, and a visionary goal of “Made in China 2025” – made the country a target for global investors.
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White papersLiving, working and playing on Hamburg’s waterfront
Hamburg’s HafenCity sets the tone for the European city of the 21st century, meeting challenges that make it a model for sustainable transformation.
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White papersReal estate’s role as an inflation hedge in a post-COVID world
The Federal Reserve’s recent Jackson Hole Symposium has renewed attention on inflation in light of the unprecedented global fiscal and monetary policy response to the COVID-19 pandemic If inflation exceeds capital market expectations, risk assets could underperform. As such, investors should consider assets which may offer some protection against a potential increase in inflation
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White papersAsian Real Estate – A Rare Combination of Higher Yield, Growth and Diversifications
Central Banks are expected to continue at a time when yield orientated assets are under yet more pressure, investors would be wise to re-assess the case for Asian real estate securities.
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White papersReal Estate Outlook – Europe, Edition 3 – 2020
Continuing impacts of COVID-19, but for how long?
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White papersReal Estate Outlook – APAC, Edition 3 – 2020
Slowdown in investment activity. What’s next on the horizon?
