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2020 outlook: on a wing and a prayer

2020 outlook: on a wing and a prayer

🕔16:54, 20.jan 2020

The Big Picture 2019 has been a good year with strong returns on a broad range of assets. The global economy has decelerated but we hope policy easing will stabilise things during 2020 (the wing and a prayer). Our favoured

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Principal – Lunch Presentatie 2020 Real Estate Strategy Outlook

🕔12:00, 16.jan 2020

Het is ons een genoegen jullie uit te nodigen op de jaarlijkse Real Estate Strategy Outlook van Principal Real Estate Investors.   We ontvangen jullie graag op 16 januari 2020 voor een lunch presentatie waarbij de 2020 Real Estate Strategy

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The modern apartment renter Understanding and appealing to the modern apartment renter in the U.S.

The modern apartment renter Understanding and appealing to the modern apartment renter in the U.S.

🕔14:46, 27.dec 2019

 Demand for apartments has been robust following the bursting of the housing bubble a decade ago.  Apartment investors devote a significant amount of time and resources to determine what unit features and community amenities are most desirable to current and

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Asia Real Estate Market Outlook

Asia Real Estate Market Outlook

🕔12:15, 19.dec 2019

Executive summary Real estate returns expected to remain resilient amid more accommodative macro policies and balanced supply and demand Yields for commercial real estate expected to remain low as relatively higher return profile for the sector continues to attract strong

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Asia Pacific cities in tomorrow’s world

Asia Pacific cities in tomorrow’s world

🕔17:47, 16.dec 2019

Over the next few decades, the weight of economic power and impact of structural megatrends will lean heavily towards the Asia Pacific region. By 2030, Asia Pacific, led by China, will account for nearly half of the world’s output (Fig.1),

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When focusing on the future, where do you look?

When focusing on the future, where do you look?

🕔12:53, 5.dec 2019

2019 Global Alternative Fund Survey The alternative asset management industry must pivot strategies to focus on the future and make real-time adjustments that control that path.  

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On the Markets

On the Markets

🕔16:45, 2.dec 2019

GLOBAL INVESTMENT COMMITTEE / COMMENTARY  Sticking With It On Oct. 25, the S&P 500 Index touched the all-time high it first reached in July. However, since the old high, the bestperforming sectors have been the defensive areas of utilities, real

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2020 Commercial Real Estate Outlook

2020 Commercial Real Estate Outlook

🕔13:59, 30.nov 2019

Key Messages Tenant experience is a top priority, which requires companies to put tenant and end- user preferences at the center of every business decision. Data control, access, and analysis are expected to become more critical as data generation and

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Global Real Estate Securities Quarterly Update

Global Real Estate Securities Quarterly Update

🕔13:36, 30.nov 2019

REITs outperformed equities and bonds. Renewed concerns over trade and decelerating global economic data favored defensives despite large swings between risk on/off during the quarter. Lower volatility stocks extended their outperformance from the previous quarter, reflecting continued investor caution. 

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Private Rented Sector: resilient income underpinned by demographics and urbanisation

Private Rented Sector: resilient income underpinned by demographics and urbanisation

🕔18:48, 25.nov 2019

 Major cities are amongst the most prohibitively expensive places to live in the world and yet continued urbanisation is a trend that is expected to persist for the foreseeable future. A confluence of demographic factors including migration, population growth, delayed

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Space race: flexible office operators’ fight for space likely to overshoot equilibrium

Space race: flexible office operators’ fight for space likely to overshoot equilibrium

🕔18:24, 25.nov 2019

Technological improvements have enabled a more mobile/agile workforce which is changing the way people interact with physical office space. This has driven a fundamental rethink by office occupiers who now look for flexibility in not only the way floor plans

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Climate risk in private real estate portfolios: What’s the exposure?

Climate risk in private real estate portfolios: What’s the exposure?

🕔13:59, 4.nov 2019

Climate change is quickly becoming a reality. As a long-term asset class, private real estate is especially vulnerable to climate-related events, such as water stress, hurricanes and flooding. The impact for investors could range from increased operational costs (e.g., damage

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The real story behind the cmbx.6 debunking the next “big short”

The real story behind the cmbx.6 debunking the next “big short”

🕔15:29, 29.okt 2019

 IN THIS PAPER: The CMBX.6 has become such a popular short by speculators placing bets on mall closings that it has been profiled in the media as the next “big short.” It’s true that as many as a third of

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US CRE Insights

US CRE Insights

🕔18:06, 21.okt 2019

So far in the second half of 2019, commercial real estate (CRE) operating fundamentals remain healthy across most property sectors and geographies. Occupancy rates continue to trend above their long-term averages and growth in net operating income has re-accelerated as

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PensioenPro – Leven en beleggen in tijden van lage rente

🕔11:30, 3.okt 2019

Als het om pensioenen gaat, is de rente allesbepalend. Wat gebeurt er op rentegebied, wat te doen bij stijgende/dalende rentes, hoe zit het met de reële rente en wat zijn de laatste inzichten op gebied van matching en vastrentende beleggingen?

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CFA – Research Seminar 2019: de stressbestendigheid van de Nederlandse vastgoedmarkt

🕔15:00, 1.okt 2019

​IVBN en CFA Society VBA Netherlands nodigen u van harte uit voor het jaarlijkse researchseminar: De stressbestendigheid van de Nederlandse vastgoedmarkt Het centrale thema deze middag is de stressbestendigheid van de Nederlandse vastgoedmarkt. Hoe worden (vastgoed)portefeuilles beheerd in stressscenario’s? Wat zegt

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Invesco & Schroders – Real Assets & Energy Transition

🕔09:30, 10.sep 2019

Als professionele belegger volgt u nauwgezet de trending thema’s en hoe zij uw beleggingshorizon kunnen beïnvloeden. De fluctuaties van de markten zullen in grote mate door deze thema’s worden bepaald. Maar welke trends zijn uw aandacht waard? Waar liggen de

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Monitor koopwoningmarkt 2 e kwartaal 2019

Monitor koopwoningmarkt 2 e kwartaal 2019

🕔09:57, 5.sep 2019

Nieuwbouwmarkt steeds bepalender voor ontwikkeling in de bestaande voorraad koopwoningen Het adagium van de makelaardij ‘locatie, locatie, locatie’ lijkt vervangen te kunnen worden door ‘bouwen, bouwen, bouwen’, wanneer we het over de huidige Nederlandse koopwoningmarkt hebben. Ondanks de onverminderd grote

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Buy-to-let verdringt starter van de koopwoningmarkt

Buy-to-let verdringt starter van de koopwoningmarkt

🕔17:38, 30.aug 2019

Buy-to-let is, in de omvang waarin het zich de afgelopen jaren in Nederland heeft voorgedaan, een nieuw verschijnsel. Dat particuliere beleggers op grote schaal koopwoningen kopen om die woningen vervolgens te verhuren, laat zien dat de verhoudingen op de woningmarkt

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What do low (and falling) US interest rates mean for real estate and securitised credit investors?

What do low (and falling) US interest rates mean for real estate and securitised credit investors?

🕔11:45, 22.aug 2019

Most real estate assets are financed with mortgages, and the 10-year US Treasury yield is a common benchmark for interest rates on mortgage loans. With the 10-year Treasury yield at 1.7% and the Federal Reserve (Fed) lowering short term rates,

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Talent, clusters and scale: Identifying European office markets in the era of knowledge capitalism

Talent, clusters and scale: Identifying European office markets in the era of knowledge capitalism

🕔17:28, 9.aug 2019

Key points The role of a city today is to facilitate knowledge exchange and information sharing to nurture idea creation. The cities that do this best are those that are able to attract talent, cultivate clusters of high value add

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European Retail Parks – What’s Next?

European Retail Parks – What’s Next?

🕔17:15, 9.aug 2019

In recent years, European retail parks have experienced a significant transformation with regard to the breadth of tenant mix and quality of design.  

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The Fed, correlations and valuation tools

The Fed, correlations and valuation tools

🕔17:44, 18.jul 2019

Uncommon truths It’s been a good year for all assets. The fact that equity markets have reacted positively to falling bond yields may suggest a change in the correlation regime. We remain sceptical about that and stick with absolute equity

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Skagen – Duo lunch presentatie

🕔12:00, 18.jun 2019

Duo lunch presentatie Lead portfolio managers SKAGEN Kon-Tiki en SKAGEN m2 presenteren visieDinsdag 18 juni in Utrecht Graag nodigen wij u uit voor een lunchpresentatie in Utrecht door twee lead portfolio managers van SKAGEN. Fredrik Bjelland van SKAGEN Kon-Tiki zal de ontwikkelingen

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Engaging the future

Engaging the future

🕔17:02, 13.jun 2019

The real estate industry is well accustomed to dealing with cyclical change. However as we look to the future, it is essential to understand the fundamental structural change and disruption occurring in the industry. A collaboration between Nuveen Real Estate

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Zoek

Twitter

De best gelezen #research bij @Opinio_Pro:

#1 7-Year Asset Class Real Return Forecasts #GMO

#2 2020 Long-Term Capital Market Assumptions @InvescoEMEA

#3 What the heart already knew @TriodosIM @TriodosNL

#4 From TINA to FOMO @DWS_Group

-> https://www.opiniopro.com/

Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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