All Research & Forecasting articles – Page 8
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White papers
Market Update third quarter 2023
After two strong, resilient years, the Dutch economy is experiencing a cooling-off in 2023 as a result of significant interest rate hikes by the ECB.
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White papers
Schroders Capital Global Real Estate Lens October 2023: your go-to guide to global property markets
Our latest analysis highlights the key data and trends that matter to global real estate investors.
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White papers
Quarterly fixed income perspectives 4Q 2023: Recession takeoff delayed but not canceled
While the timing of a recession remains uncertain, unique opportunities exist for fixed income investors as we head into the final quarter of 2023.
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White papers
Solar points the way to a hopeful future
“Here comes the sun” sang George Harrison on The Beatles’s 1969 hit track of the same name. Written by George as spring ushered in warmer, sunnier weather after a typically chilly British winter, the song conveyed his joy at this simple changing of the seasons.
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White papers
European Residential Markets 2023/2024
The current economic cycle marks a fundamental change after 15 years of growth driven by favourable low interest rates and an investment boom into real estate.
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White papers
Schroders Capital Investment Outlook: Real Estate H2 2023
In this, our second edition, investors will find local teams’ updated views and insights, as well as timely key data and trends, to illustrate the shape of the real estate market.
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White papers
Q3 2023 Asia Pacific Market Perspective
Between July and November 2023, soft-landing expectations remained intact; higher interest rates incrementally dampened growth and reduced inflationary readings, in line with central banks intentions.
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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
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
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