Q4 commercial property update
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...
Read MoreOur 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.
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...
Read MoreThe performance of the UK economy continues to be underwhelming. UK economic output has been disappointing since the GFC and expectations of the outlook for...
Read MoreThe 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 MoreIn the first edition of the new Cluttons IM Commercial Property Examiner, we explore the latest underlying economic and financial market drivers that help shape...
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