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.
UK real estate: half-year health check
Despite volatility in the UK property market over the past 12 months, there’s been a nascent pricing recovery since March. So, what’s the outlook like for the rest of the year?
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.
Industry trends to watch in 2023
The last few years have delivered a fair share of ‘once-in-a-lifetime’ setbacks for asset managers and investors.
Keine weiteren schlechten Nachrichten dürften 2023 eine gute Nachricht sein
Nach einem trüben Jahr für die Märkte erläutert William Davies, Global Chief Investment Officer, seine Einschätzung der Risiken und Chancen für 2023. Mit sehr viel Vorsicht wage ich zu behaupten, dass sich 2022 wohl nicht wiederholen wird.