All White papers articles – Page 148
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White papersAn entry point for Private Equity Real Estate in 2024
The past 12 months have been challenging for commercial real estate. Despite economic growth that is firmly above trend and a robust labor market expansion—both of which tend to predict healthy fundamentals and investment performance—commercial real estate values are down 12.5% from their peak during the current correction that began at the end of 2022
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White papersConfirmation Of Our Private Real Estate Market Rebound Forecasts
In discussions since the release of our 2024 Outlook in Nov-23, many questioned our projected rebound for the European private real estate markets. This report presents supporting analyses to confirm that we remain comfortable with our outlook.
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White papersSmart water networks to battle leaks and droughts in the UK
Picture the scene. Your garden is wilting because of a hosepipe ban introduced as a drought takes hold. Meanwhile, a broken water main at the end of the street is gushing, forcing the local primary school to close for a day before it was fixed.
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White papersSchroders Capital Global Real Estate Lens January 2024: 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 papers2024 Emerging market fixed income outlook: Back with a vengeance
Upon entering a New Year, we find ourselves in a somewhat similar market situation as the end of last year, still hoping for better times for global fixed income assets amid legacy pressures from tight global liquidity, high policy rates, and a strong USD.
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White papersCapital market assumptions: 2024
Our 2024 expectations for annualised returns over the next 20 years (what we call our capital market assumptions) are a mixed bag. Strong gains across markets over the past year have tempered our expected returns for equities relative to our 2023 outlook. On the other hand, higher starting yields translate into improved expectations versus last year across many fixed income asset classes.
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White papersMulti-Asset Outlook 2024: Embracing the “Less Exceptional”
After pandemic-era extremes, growth and inflation should approach historical averages in 2024. Here’s how multi-asset investors can respond.
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White papersEuropean Hotel Sector: 2024 Outlook
The European hotel market rebounded strongly after the COVID-19 pandemic (explore past performance in detail in our first paper in this series).
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White papersThe Year Ahead for the Major Industry Sectors, Part 1
The first of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
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White papersThe Year Ahead for the Major Industry Sectors, Part 2
The second of two Perspectives outlining some of the key themes we think will drive the major industry sectors in 2024.
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White papersU.S. Real Estate Market Outlook: Lifting Fog
At the start of 2023, economists believed there was a 63% probability that a recession would occur during the year (many estimated that the U.S. was already in a recession). The path of inflation was uncertain, as was the impact of higher interest rates on consumers and U.S. businesses. The war in Ukraine was also relatively new, causing heightened geopolitical uncertainty and energy market volatility, further pressuring economic growth.
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White papersFixed Income Quarterly – Eurozone: Looking ahead to ECB action
Consumer and business confidence appear to be taking a turn for the better in the eurozone as inflation falls and expectations for interest rate cuts rise. These could help the economy avoid a significant recession.
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White papersISA Briefing: US migration trends and (U)rbanization
In the past decade, the urbanization narrative in the United States has shifted from the “rebirth of cities” to the “rise of the suburbs.”1 What are the drivers of this shift, and how does it impact real estate? In this ISA Briefing, we tackle these questions and share our outlook for how future dynamics could impact migration and urbanization trends.
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White papersFrom ‘smart chemo’ to gene therapy: The innovations transforming healthcare
From the invention of the stethoscope to the discovery of penicillin, many healthcare innovations have supported better health and well-being outcomes. Jasveet Brar, Darshan Rughani and Philip Kemp explore a selection of innovative technologies on the cusp of commercial inflection, with the potential to revolutionise the pharmaceutical and medical device industries specifically.
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White papersIPM monthly blog – Edition January 2024: Our monthly insights into private markets
Interest rates are key for real estate performance and market expectations have been volatile, moving to a higher-for-longer narrative last October as war started in the Middle East, before falling sharply in December following dovish comments from the Fed and then being tempered in January as inflation showed a small uptick.
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White papersMaking Impact | London
We launched the first report in our ‘Making Impact’ research series to a full house at The British Library, King’s Cross, on 23rd January 2024.
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White papersTreasury yields mixed on strong economic data
U.S. Treasury yields were mixed last week and spread sectors outperformed as fourth quarter U.S. GDP exceeded expectations. The market continues to price in a 50% chance of a U.S. Federal Reserve rate cut by March, and around five total cuts for this year.
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White papersBullish on bonds
”This cycle of rate hikes may be over, but we don’t anticipate seeing cuts until closer to midyear.”
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White papersRed Sea disruptions: small impact so far, but a risk to watch
”The impact of Red Sea traffic suspensions is more regional than global, but duration will be the key factor to watch. At this stage, it is no game-changer for our outlook.”
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White papersOutlook 2024-2026: Strong Fundamentals Offer Perspective
The real estate investment market has experienced a turbulent year with significantly negative returns. The contrast with the user market is considerable, given the high demand for quality and sustainable real estate.
