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.
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 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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Case Study
Case Study: Strategic Asset Management We gained vacant possession of this centrally located office building in 2016 and undertook a Grade A refurbishment including all-wooden floors,...
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Case Study
Case Study: Investment Management This built-from-scratch portfolio required a spread of sector assets. As a result, we identified an opportunity in Southwark, Central London. It is...
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