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
In a climate of low returns, property can be a good investment for a sustainable income stream. Charities rely on income from their investments to...
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Case Study
Case Study: Strategic Asset Management We have concluded a lease renewal at this modern industrial unit in Avonmouth, an established distribution location to the north west...
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Case Study
Case Study: Capital Markets One of our clients had an existing balanced portfolio, but our forecast for the market suggested greater gains could be made by...
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Case Study
Case Study: Strategic Asset Management Following the systematic refurbishment of all floors at this high quality office in Richmond-upon-Thames, the building has been fully re-let at...
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Case Study
Case Study: Strategic Asset Management The challenge was to maximise the return from an existing client portfolio. We achieved this by adding value to the existing...
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