Real estate – understanding the new normal
Where next for real estate? With sections on the UK, Continental European and US real estate our team take a closer look at the economic backdrop, activity in 2022, the outlook for 2023 plus strategy calls across various sub-sectors.
Immobilien: Werterhaltung als Maxime
2022 waren die Immobilienmärkte von großer Unsicherheit geprägt. Joanna Tano blickt auf das Jahr 2023 und einige Themen, die künftig für den Immobiliensektor eine Rolle spielen dürften.
Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
UK Real Estate: how to follow a record 2021?
James Coke looks at how the UK market might follow a record 2021, and while we don’t expect next year to deliver comparable capital value growth, it is likely to witness similar positive supply and demand dynamics which should maintain market momentum
Is the bond broken?
An allocation to government bonds within a multi-asset portfolio has traditionally played a vital role in terms of risk management and diversification. But with a decade-long bull era in both government bonds and equities, is this assumption still valid?
Asset allocation update: standing pat
Maya Bhandari looks at how the team has managed its asset allocations over the past couple of months and where they believe the best risk-adjusted returns will come from.
Office-working: long-term symptoms or full recovery?
With the advent of the Covid-19 pandemic, millions of office workers worldwide were forced to work from home (WFH) for the majority of 2020.
Video: 2021 investment outlook
Mark King, Head of Content for EMEA, is joined by a panel of our leading investors to talk about the outlook for economies and markets, as well as the themes, trends and events they expect to see in 2021. Featuring: William Davies, Chief Investment Officer EMEA and Global Head of Equities; Neil Robson, Head of Global Equities; Maya Bhandari, Multi-Asset Portfolio Manager; and Alasdair Ross, Head of Investment Grade credit.
Covid-19 vaccines, lockdowns and equities
Während die Auszählung der Stimmen weitergeht, scheint sich Joe Biden die 270 Stimmen der Wahlleute gesichert zu haben, die notwendig sind, um der nächste Präsident der Vereinigten Staaten zu werden. Der knappe Wahlsieg und die Möglichkeit, dass die Republikaner die Kontrolle im Senat behalten, werden vermutlich Auswirkungen auf die potenziellen politischen Vorhaben seiner Regierung haben.
Was die us-präsidentschaftswahl für die märkte bedeutet … und was nicht!
Der Wahlzyklus wird kurzfristig zu höherer Volatilität führen, dürfte aber unserer Ansicht nach die langfristigen Durchschnittskurse kaum beeinflussen