Real Estate


Thought Leadership

07MAR 2019

Malled to death: How investors can benefit from the fear of retail property

Retail property has become a bad word. We believe the fear of property labelled “retail” creates opportunity for investors willing to take a closer look.



11DEC 2018


Outlook 2019: Global cities

Global cities look set to benefit from a technological revolution in 2019 as investors place a higher value on knowledge than manufacturing.

11DEC 2018


Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs


30NOV 2018


Amazon HQ2 - "Mr. Bezos, why didn’t you call?"

If Jeff Bezos had called the Global Cities team we could have saved him a year’s worth of work.

27NOV 2018


Freebie, anyone?

Schroders has developed a tool to measure a building’s proximity to transport hubs, which could underpin long-term returns of certain companies.


04SEP 2018


The housing affordability puzzle – is it really so puzzling?

We explore why global cities continue to attract young professionals and argue that living in such places is good value, despite the high costs of housing.


08AUG 2018


The data boom in Chinese cities and what it means for real estate investing

China is at the forefront of a technological revolution and the quantity of data it will yield is unprecedented. For investors in companies based in the country’s global cities, this could bring compelling opportunities.


04JUL 2018


How the high street is being reinvented in global cities

Death of the high street? Hugo Machin, a Global Cities investor and blogger, explains why certain retail locations are thriving