Insights

Research is an essential component of our investment process, adding value to your portfolio at a macro and micro level.

Our macro research looks to intellectually challenge both us as an investment manager and our audience. By demonstrating a deep understanding of the broad drivers of multi asset class performance we can fully appraise both portfolio theory and strategy whilst challenging some of the perceived wisdom around the role played by real estate as an asset class.

 At a micro level our research is an essential component of our investment process through the assessment of market and portfolio risk. This allows us to identify trends and opportunities in both the capital and occupational markets, ensuring that our recommended strategies remain appropriate whilst continuing to deliver superior risk-adjusted returns over the long-term. 

Q3 2021 commercial property update Research

Q3 2021 commercial property update

  Growing numbers of Covid-19 infections slowed the economic recovery in Q3 but the success of the vaccination program limited the number of hospitalisations and fatalities. UK GDP is projected to recover...

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