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Retail disruption: which markets have the highest risk?
Real Estate: Think global Retail sales are migrating online and away from physical stores, damaging the investment returns of retail property. The process is underway in all developed retail markets, but the pace of migration is uneven. Very little research
Commercieel vastgoed 2020
Stand van zaken De Nederlandse kantorenmarkt liet zich vorig jaar van haar goede kant zien. Op de zogeheten vrije markt – dus exclusief de categorie eigenbouw – werd in totaal 1,28 miljoen m² kantoorruimte verhuurd en verkocht. Daarmee was de opname
Transparantie in de verhuurmarkt
De gemiddelde vierkante meter transactieprijs van huurwoningen in de vrije sector nadert de 12 euro. In het tweede halfjaar van 2019 betaalde een nieuwe huurder (dus bij bewonerswisseling) 11,92 euro per m2 voor de gemiddelde huurwoning in Nederland. Dat is
Viewpoint from Financial Partners
Market commentary As the year began, so it ended, with yet another strong month for risk assets in December, capping one of the best years for markets since the financial crisis. Equities again led the charge, but leadership for once
20/20 vision: a clearer path for growth
Diversification is our highest-conviction idea. Institutional investors need to broaden market exposure to more opportunities and risks to reach long-term objectives in today’s low-yield environment. In our view, diversification is about much more than simply having a combination of assets
Applying an outcome lens to today’s landscape
Private markets 2020 With private investments playing an increasingly important role in most institutional portfolios, the private markets have continued to evolve. They have grown deeper and more dynamic in terms of new strategies, new fund managers and geographies. They have also become
Slowing but going
Investment outlook Q1 2020 Equities and credit are now moderately overweight, while government bonds in the near term have been downgraded to neutral. European and UK equities should benefit from lower political risk, loose monetary policy and some de-escalation in global trade
2020 Global Alternatives Outlook
ONE-DIMENSIONAL. FLAT. SILOED. GENERIC A common criticism of alternatives investment guidance is that it lacks the depth, breadth and context to have a meaningful impact on broader portfolio design and implementation. In this, our second annual Alternatives Outlook, with an
Volatiliteit Nederlandse economie nader bezien 20/01
1. Inleiding In 2013 bracht de SER het rapport Nederlandse economie in stabieler vaarwater uit. Het gevoelen was dat de Nederlandse economie volatieler was dan de ons omringende landen en dat instituties van binnenlandse makelij daar aan bijdroegen. Paragraaf 2 geeft een
Reimagining Real Estate 2020
2020 China’s conventional real estate wisdom has served the country well in the past, helping to propel China to global prominence, but it now seems to have run its course. As the domestic market matures, the global economy slows and
Cycling slowly, relatively attractive, changing with the future.
Cycling slowly, relatively attractive, changing with the future. We enter 2020 with a base case of moderate economic growth but a watchful eye on geopolitical risk. Absent any major shocks, we believe three key themes will drive the industry narrative
New year, new views.
Macro view Economic growth provides a sound backdrop for positive real estate demand but is no longer accelerating. Low interest rates indicate that spreads remain attractive relative to recent years. Economy Before considering the economic forecast for 2020, recalling the
2020 outlook: on a wing and a prayer
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
Principal – Lunch Presentatie 2020 Real Estate Strategy Outlook
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
The modern apartment renter Understanding and appealing to the modern apartment renter in the U.S.
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
Asia Real Estate Market Outlook
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
Asia Pacific cities in tomorrow’s world
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),
When focusing on the future, where do you look?
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.
On the Markets
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
2020 Commercial Real Estate Outlook
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
Global Real Estate Securities Quarterly Update
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.
Private Rented Sector: resilient income underpinned by demographics and urbanisation
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
Space race: flexible office operators’ fight for space likely to overshoot equilibrium
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
Climate risk in private real estate portfolios: What’s the exposure?
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
Featured
Which financial assets are well positioned and which ones are at risk as policy-makers brace for major COVID-19-induced demand shocks? Find out more in this piece.
‘Whatever it takes’: Fiscal Edition -> https://opiniopro.com/2020/03/ubp/whatever-it-takes-fiscal-edition/ #CentralBanks #china #coronavirus #credit #crisis #ECB #fiscalpolicy #fomc #COVID19 via
@UBP_Group
Middle Market Direct Lending: Benefits of Pursuing Both Sponsored and Non-Sponsored Transactions -> https://opiniopro.com/2020/03/franklin-templeton/middle-market-direct-lending-benefits-of-pursuing-both-sponsored-and-non-sponsored-transac/ #Banks #Credit #lending via
@FTI_Global
Eye on the Market: Man vs Nature -> https://opiniopro.com/2020/03/jp-morgan/eye-on-the-market-man-vs-nature/ #centralbanks #Fed #fomc #government via
@jpmorgan
@JPMorganAM
Can the world economy “afford” this scale of fiscal and monetary stimulus? -> https://opiniopro.com/2020/03/opiniopro-selection/can-the-world-economy-afford-this-scale-of-fiscal-and-monetary-stimulus/ #CentralBanks #coronavirus #FED #fiscalpolicy #fomc #inflation #COVID19 via
@Opinio_Pro
