2024 Global Real Estate Outlook
What’s in store for real estate in 2024? Global megatrends and financial conditions will impact returns and sector allocation.
The coming year could be an inflection point
2024 could be a challenging period, but could be a good time to invest in Alternatives.
The resurgence of Europe’s luxury high streets is gathering momentum
High street retail markets across Europe are benefitting from the solid recovery of tourism, both international and domestic.
Balancing uncertainty and optimism
The slowdown we are all expecting keeps being put off, but how severe will it be when it eventually shows up?
Rising incomes: what are the outcomes for global residential rents?
We look at the correlation between disposable household incomes in Europe and the US and housing rents, why the market is like it is, and what it means for investors.
Real Estate: Preserving Value
There was a definite air of positivity in European real estate markets in January and February 2022.
No more bad news should be good news in 2023
After a dismal year for markets, William Davies gives his thoughts on risks and opportunities in the market as we head into 2023. While there is plenty to be cautious about, a repeat of 2022 seems unlikely.
CIO outlook: market conditions, fixed income and equities, commodities and real assets
Our Global CIO on market conditions, fixed income and equities, commodities and real assets
CIO outlook: net zero, asset allocation, corporate profits and the tech sector
Our Global CIO on Global CIO, on net zero, asset allocation, corporate profits and the tech sector
CIO outlook: global markets, Ukraine, recession fears and supply chains
Our Global CIO talks global markets, Ukraine, recession fears and supply chains