All Research & Forecasting articles – Page 7
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Asset Manager NewsMarket 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 papersThe 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 papersHarrison Street Insights: Core Real Estate is out of “Alternatives”
Investors can benefit from increased diversification to alternative sectors.
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Asset Manager NewsPræmia 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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PodcastPAT 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 papersThird Quarter 2023 - Fixed income perspectives
Themes, outlook, and investment implications across global fixed income markets
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White papersReal 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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VideoA 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 papersAsia 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 papersMonthly Research Report - May 2023
Prime European shopping centre repricing allows rebound
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PodcastPATRIZIA Real Insights Editor’s Picks #2: Why 2023 is the year of value creation
As the world pivots from crisis to crisis - or enters a state of permacrisis as some describe it - what does this change mean for real estate investors?
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Asset Manager NewsPATRIZIA 3M 2023 financial results: Solid EBITDA growth driven by continued increase in management fees and lower net operating expenses
PATRIZIA, a leading partner for global real assets, today published its 3M 2023 financial results and confirmed the financial guidance for FY 2023 that it communicated to the market with its FY 2022 financial results.
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Research ReportGlobal Environmental Social and Governance Report 2022
Our Annual ESG Report sets out our approach to ESG and provides an update on the progress we and our portfolio companies have made in 2022.
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White papers2023 Mid-Year European Outlook: Light at the end of the tunnel
In spring 2023, just when European markets had come to grips with the multiple central bank rate hikes, attention shifted to commercial banks as they raised investor concerns on the back of recent US and Swiss bank failures.
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White papersInfrastructure Outlook 2023: Uncertainty, transition and social factors
The Infrastructure Outlook Report 2023 highlights the opportunities for investors arising from the renewed attention on energy security and the energy transition, as well as the increasing importance of social factors in investment decision-making, such as inclusion and diversity and worker safety.
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White papersAdvancing inclusion and diversity in infrastructure
The body of research evidencing I&D as a powerful driver of business growth and performance continues to grow. I&D has been increasing in prominence as a sustainable investment theme in major public markets globally for over a decade, and private market investors are increasingly following suit.
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White papersPrivate assets views Q2 2023 - Navigating the downturn
A regular update from our private assets business, that includes detailed thoughts on the risks and opportunities emerging in each private asset class.
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White papersPrivate assets views Q2 2023 - Navigating the downturn
A regular update from our private assets business, that includes detailed thoughts on the risks and opportunities emerging in each private asset class.
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White papersEurope Real Estate Sector Report - March 2023
The end of a decade-long loose monetary policy, leading to a sharp repricing of debt, has put a strain on commercial property values across all sectors, including office. Since the initial rate hikes by the European Central Bank (ECB) and the Bank of England (BoE) in 2022, office yields have softened by 70bps on average across Europe, leading capital values to drop by up to a fifth in some markets.
