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
Matt Peake shares his commentary in this preview article, part of the Charity Finance Yearbook 2019: Challenges and opportunities in managing estates, which will be...
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Research
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...
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Research
As pension funds look to further manage capital volatility through a reduced exposure to global equities aligned with the need for increased income to match...
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Research
Jamie McCombe appears on Property Week’s Investment Think Tank panel to discuss low-risk ways of managing prime investments. The weight of capital from around the world...
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Research
Cluttons predicts that the London residential property market will fall a further 10% before prices begin to recover in a year to 18 months’ time. This...
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