The investment trends accelerated by Covid-19

The Covid-19 outbreak is likely to change the way we think, work and live. It is accelerating trends that were already in place and changing people’s behaviour. All of this has implications for investors. Here we look at some of the long-term consequence of the ongoing pandemic. Creating jobs by de-carbonising the economy Creating jobs … Continue reading “The investment trends accelerated by Covid-19”

Battling the pandemic speeds up business changes

Before the pandemic struck, high streets were already under pressure, the digital revolution was gathering pace and green change dominated the agendas of European governments. Global trade was under attack and a new Cold War was brewing between China and the US. On the high streets many shops and retail chains were struggling. High rents, … Continue reading “Battling the pandemic speeds up business changes”

Creating a virtuous circle in residential investing

How do we balance effective residential investing with being sensitive to tenants’ needs and to climate change? With the right approach, they can be far more harmonious that you might think. In fact, we would argue that they are intrinsically linked. Using change as a lens We have identified four global forces for change that … Continue reading “Creating a virtuous circle in residential investing”

Embracing change in European real estate

Real estate is typically a slow mover in the investment world. It tends not to be affected by the day-to-day rumblings in the equity and bond markets. Nevertheless, change is still afoot in real estate, with both short- and long-term trends affecting how we use properties and how we invest. Real estate is now at … Continue reading “Embracing change in European real estate”

Commercial property gloom is unjustified

People involved in assessing the value of UK commercial property became very gloomy after the Brexit vote. They often marked valuations sharply lower, by 10% to 15%, only to discover there were plenty of buyers at new levels and no decent stock to sell. They argued there would be less space required, especially in central … Continue reading “Commercial property gloom is unjustified”

Property investors are in need of some retail therapy

Many would say that high street retailing is dead. The reality is that no high streets have truly perished and very few will be completely wiped out. Yet many are undoubtedly shadows of their former selves, most will never be the same again, and relatively few could be considered in fine fettle. The global financial … Continue reading “Property investors are in need of some retail therapy”

Call of the city – how investors can profit from urbanisation

When we think about urbanisation, we often conjure images of newly constructed skyscrapers in Asia or rapidly-growing cities in South America or Africa. Indeed, the proportion of the world’s population living in towns and cities is forecast to increase from just over half today to two thirds by 2050 (source United Nations). Most of this … Continue reading “Call of the city – how investors can profit from urbanisation”

How solid are bricks and mortar?

Buy-to-let has been a popular investment choice amid rising property prices and a growing number of renters. This may be changing as the government and the regulator continue to focus their attention on supporting housing supply and low-cost home ownership. Prospective landlords may have found their ability to enter the market hampered by the Stamp … Continue reading “How solid are bricks and mortar?”