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
Fundamentals A future in which there is less work to be done will radically reshape the economy, with important consequences for investors – including some contrarian implications for the consumer and real-estate sectors.
Europe was late to the real estate party. But being late isn’t always a bad thing. It means that Europe’s real estate cycle is less advanced, with more growth still ahead compared to the US, and with valuations that are
As the intensifying yearn for yield by investors increasingly bumps up against “the uncomfortable truth” of declining interest rates amidst soaring fiscal deficits and bulging debt loads, KKR’s Global Macro, Balance Sheet, and Risk Analytics team has analyzed what yield-oriented
Investors Need Yield With both the US Federal Reserve and the ECB unlikely to raise interest rates in coming months, and the subsequent impact on government bond and money markets, investors are now desperately searching for their required income elsewhere.
Tim Gibson, Guy Barnard and Greg Kuhl, Portfolio Managers for the Global Property Equities strategy, discuss how REITs can provide a way to capitalize on aging populations.
Executive summary Applying a universal approach to property allocations can offer investors an opportunity to achieve superior risk-adjusted returns throughout the property occupancy cycle. The unique characteristics of the real estate asset class, combined with visibility on the underlying cash-flow
Occasional Paper Series This paper analyses the impact of lending standards for residential real estate (RRE) loans on default rates, using a novel loan-level dataset from the European DataWarehouse (EDW) that covers eight euro area countries. To the best of
Private commercial real estate continues to produce steady returns, in line with long-term expectations, even though there are some differences across major property types, exhibit 1. Long-horizon real estate investors expected returns to slow in line with historical performance. After
Private commercial real estate continues to produce steady returns, in line with long-term expectations, even though there are some differences across major property types, exhibit 1. Long-horizon real estate investors expected returns to slow in line with historical performance. After
We expect the Base Case to be the most likely outcome. In a quick summary of the Base Case assumptions, positive Gross Domestic Product (GDP) growth, a strong labor market and moderate inflation persist. Interest rates move up gradually, leaving
Asia Pacific core real estate discussion series Demand for core real estate in APAC will be supported by broad structural shifts related to secular trends and growing demand for income producing assets.
The big picture The epicenter of global growth is shifting towards APAC. With fundamentals taking over as the key driver of performance, Asia's growth premium is likely to underpin the region's outperformance in real estate.
Regional view – Europe "The housing boom in Portugal and Spain is limited to prime areas, with prices in most other parts of both countries barely rising.
Regional view – United States Of the 20 global cities analyzed, none of the five US cities are considered to be in bubble territory, although San Francisco, Los Angeles, and New York all scored as overvalued. Boston scored as fairly
Investment View De Chinese autoriteiten blijven aandringen op schuldenafbouw van de economie Hoogrentende projectontwikkelaars hebben last van een krap financieringsklimaat Wij geven de voorkeur aan obligaties van grotere projectontwikkelaars met sterke liquiditeitsprofielen
Real estate markets performing well but ongoing risk monitoring important Despite the current fundamental backdrop for real estate investment remaining supportive, risk is on the rise. As foreseen, the risk premium for real estate is narrowing as long-term interest rates
The alternative advantage The stock market’s sustained and energetic rise was generally celebrated throughout 2017 and the first quarter of 2018. Considered a sign of strong underlying fundamentals, the increase was seen as an indication of investor optimism about where
Eaton Vance Monthly Market Monitor presents a concise review of economic and asset class data through clear and impactful charts. Providing timely information across a broad array of markets and investment topics, this guide serves as a helpful resource in
2018 in vogelvlucht De vastgoedsector heeft de laatste jaren een enorme groei door gemaakt. De investeringsvolumes nemen elk jaar toe en ook buitenlandse beleggers storten zich massaal op de Nederlandse vastgoedmarkt. Banken zitten weer volop in vastgoedfinanciering en de huurprijzen
Innovation Demographics is highly relevant to real estate. This paper explores aging and generational change and how this will impact different real estate classes.
A ‘superfood’ that can enhance portfolio performance We consider commercial real estate (CRE) debt to be a portfolio ‘superfood’, given its track record of consistently generating attractive risk-adjusted returns, relative to most other asset classes, although past performance is not
Interview Based in Sydney, Martin Priestley is the Head of Debt, Asia Pacific, overseeing the origination, portfolio management and business development activities for TH Real Estate across Australia and the broader Asia Pacific region. Here, Martin gives his view on
Real estate has rewarded investors with strong returns in a world of falling interest rates and established business models. The positive outlook for the global economy is an encouraging sign that the rewards will continue for some time to come.
Robust demand as economy holds strong Economic growth was strong during 2H17 and for the year as a whole. The year ended well with robust growth of 0.6% in 4Q17. GDP growth reached an exceptional decade high of 2.5% in
Asset Allocation Consensus Equities June 2019 on Youtube: https://t.co/WD3mMy1JgI
