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
The global economy is projected to contract by -3% in 2020. However, the pandemic fades in the second half of 2020 and the global economy is projected to...
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Research
Conventional market cap weighted portfolios lack diversification, which has the potential to lower their returns and increase risk. In UK commercial real estate, the market has...
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Research
The performance of the UK economy continues to be underwhelming. UK economic output has been disappointing since the GFC and expectations of the outlook for...
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Research
In November UK economic output declined by 0.4% and year-on-year GDP growth decreased to just 0.5%; the lowest level since June 2012. IHS Market/CIPS survey...
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Research
The health of the UK’s commercial property market is inextricably linked to that of the UK’s economy. Given the illiquid nature of direct real estate...
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