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.
Research
Forecasts for the UK economy expect Inflationary pressures in the United Kingdom and the rest of Europe to intensify and exacerbate the fall in real...
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Research
Despite a satisfactory performance by the UK economy so far this year, the risks of a recession are increasing. The annual rate of inflation has...
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Russia’s invasion of Ukraine will have major implications for the world economy and has raised the possibility of a UK recession. Higher commodity and energy prices...
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Research
The UK economy is estimated to have grown by 0.9% in November 2021 and is now 0.7% above its pre-coronavirus (COVID-19) pandemic level. The Omicron...
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