All Research & Forecasting articles – Page 4
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White papers
Opportunities in listed REITs today: Outlook for the months ahead
Listed REITs have faced headwinds the past 18 months, with stickier-than-anticipated inflation requiring continued hawkish bank rhetoric, increasing upward pressure on bond yields and negative pressure on real estate values and REIT stock prices.
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Asset Manager News
GCP releases annual sustainability report
GLP Capital Partners (“GCP”), a leading global alternative asset manager that focuses on thematic investing across real assets and private equity, has released its inaugural sustainability report, prepared in reference to Global Reporting Initiative (GRI) Universal Standards 2021.
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White papers
Real Estate House View - Europe, Second half-year 2023
What does it take to reach a new equilibrium?
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White papers
Unlocking real estate opportunities: Now is an opportune time to invest in private real estate
Paul Guest, Senior Portfolio Manager, talks to Real Estate International Europe on investing in private markets and real estate interview.
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White papers
Monthly Research Report - August 2023
Cre Lending Stabilises While Debt Funding Gap Remains
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White papers
Annual Report 2023: Unlock potential, Create tomorrow
The 2023 report is a consolidated summary of Dexus’s performance for the financial year ended 30 June 2023.
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White papers
July CPI report: The case for a September Fed pause is building
The July Consumer Price Index (CPI) report showed that inflation continues to make meaningful progress toward the Federal Reserve’s (Fed) 2% target.
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White papers
The 60/40 portfolio: Regaining its appeal - Quick takes on capital markets
With rising stock/bond correlations reducing diversification benefits, the 60/40 portfolio suffered a historically bad run in 2022.
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Asset Manager News
Market Update second quarter 2023
Now that we are two quarters into the year, it is becoming clearer that, in 2023, European economies will experience the consequences of the Russian invasion in Ukraine the most.
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White papers
The End of the Great Moderation: Forecasting in Elevated Uncertainty
In a global environment with more complexity and uncertainty, we have adopted a probabilistic, scenario-based approach to forecasting macroeconomic and market outcomes.
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White papers
Harrison Street Insights: Core Real Estate is out of “Alternatives”
Investors can benefit from increased diversification to alternative sectors.
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Asset Manager News
Præmia Healthcare (formerly Icade Santé): 2023 HALF YEAR RESULTS
The Præmia Healthcare Group’s financial statements as June 30, 2023 reflect a solid business performance and a high level of protection against interest rate risk through fixed rate or hedged debt.
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Podcast
PAT Cast #15: 2023 Outlook Part II - How are real assets adapting to the permacrisis?
2023 has been another year defined by global challenges. But as we head past the halfway point in the calendar, just how is the real assets sector adapting to the global permacrisis?
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White papers
Third Quarter 2023 - Fixed income perspectives
Themes, outlook, and investment implications across global fixed income markets
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White papers
Real Estate Outlook June 2023 - Real Estate Reckoning
Our long-term outlook embraces a flexible, long-term approach to seize opportunities in debt and equity investments across the real estate landscape.
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Video
A clear vision for the future of real estate investment management
What does it take to identify winning opportunities in commercial real estate through the business cycle? Savills Investment Management’s CEO, Alex Jeffrey, says strong investment expertise, deep market knowledge, ESG at its core, effective due diligence and robust technology are key components to delivering for investors and occupiers even as the macroeconomic environment changes.
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White papers
Asia Pacific real estate market update
China’s reopening and the perception that interest rates are near their peak have brightened economic prospects in APAC.
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White papers
Monthly Research Report - May 2023
Prime European shopping centre repricing allows rebound