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...Read More
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.
Reflecting on the troubles at Patisserie Valerie, it continues to be a year of turmoil for the retail sector, particularly for those with a primary...Read More