Real Assets – Page 88
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White papersThe Decisive Eye: A strategic bulletin on issues and opportunities in European real assets
In this latest issue of the Decisive Eye, we examine Europe’s DIGITAL future: Demographics, Infrastructure & Globalization, and Innovation Themes for Active Long-term investments.
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White papersAsia Real Estate Market Outlook - July 2018
Economic growth is expected to keep pace across the five developed Asia Pacific (APAC) economies in 2018, as the global trade recovery continues to gather momentum — albeit at a slower pace than 2017.
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White papersUK Real Estate Market Outlook
The start of 2018 saw a slowdown in the UK economy, with real GDP growing by only 0.2% over the first quarter. The arrival of the so-called “Beast from the East” storm in March, bringing construction to a standstill and deterring consumers from hitting the shops, contributed in part to this lacklustre expansion.
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White papersMagnify UK Retail
UK retail continues to face a range of structural and cyclical challenges. Nevertheless, it is a dynamic sector, which is adapting and responding to the evolving needs and demands of the consumer.
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White papersThe Impact of Crossrail on Property Performance
2018 is proving to be an exciting time for the UK economy as London’s largest infrastructure project, Crossrail is scheduled for completion.
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White papersInnovation Paper 2: Real Estate & Aging
The aging of the world’s population is well known and documented. The median age is set to rise to 32.1 in 2025 from 29.6 in 2015 according to United Nations projections.
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White papersReal estate: the rise of metropoles
The growing importance of megacities, the largest and most productive metropoles, is likely to have significant implications for investors, says Souad Cherfouh.
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White papersReal estate supply: the forgotten part of the equation
Supply-side factors are often underestimated by real estate investors with demand drivers receiving more attention, says Monika Sujkowksa.
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White papersInnovation Paper 1: Perception, demographics, technology
There are gradual shifts in market conditions that may act as magnetic forces on the distant use, value and investment performance of commercial real estate and infrastructure assets.
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White papersMagnify Asia: Retail
We remain positive on retail in the developed Asia Pacific markets despite headwinds from structural changes in the sector driven by the growth of e-commerce and changing consumer shopping behaviour.
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White papersStrong relative value in Belgium and the Netherlands
Direct property is relatively more attractive in Belgium than in the Netherlands according to our Direct European Real Estate Relative Value Index.
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White papersUp and coming: seizing opportunities in London’s emerging locations
Investors able to spot developing trends and create fit-for-purpose assets in London’s emerging locations could generate enhanced returns.
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White papersIncome to drive real estate returns as yield cycle nears end
The prospect of robust global economic growth in the coming years should prove positive for occupier demand, but could present fresh challenges to real estate investors as interest rates rise around the globe
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White papersGlobal Real Estate Summary: Edition 2 2018
The global economic backdrop is supportive of real estate although growth has eased slightly. Central bank policy is diverging as the US leads the way with rate rises. Strong occupier and investor demand has fueled outperformance of industrial property and we expect this to continue into 2019. Some investors looking to alternatives and value-add to boost returns.
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White papersFrom uncertainty emerges the value-add opportunity
2017 saw investment volumes in the UK commercial property market rise by over 10% on the previous year. Much of this was helped by overseas buyers and a weak Sterling, which remained 10% on average below pre-referendum lev- els. Whilst an improvement on a subdued 2016, the year of the EU referendum, transaction activity was notably still nearly 30% down versus its 2015 peak, reflecting Brexit-related macro uncertainty. Underneath the 2017 headline figures, non-currency driven activity was also relatively quiet.
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White papersThe ABCs of Asia Pacific real estate
In a recent meeting that I attended, a sophisticated investor lamented the fact that real estate has increasingly become commoditised and institutionalised as a financial product. In his view, the typical investor in recent times has begun to allow short-term financial dynamics to affect long-term investment decisions and outcomes, and that fundamentally alters the capacity to ride through cycles and generate favourable risk-adjusted returns.
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White papersEconomic and Property Market Review: Q1 2018
The UK economy had a reasonably good start to the year.
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White papersGlobal Economic Outlook: More of the same for 2018?
2017 was a surprisingly calm year for the global economy. Despite the economic and geopolitical concerns voiced at the beginning of the year, fears over Brexit, Chinese debt, rising populism across Europe and Trump’s legislative agenda had negligible effect on world growth.
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White papersBrexit offers buying opportunity after temporary set-back
Since the Brexit vote in June 2016, the UK has gone from a macroeconomic outperformer to an underperformer due to the extended uncertainty on the final terms of the separation.
