Real Estate

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Fixed Income

27FEB 2019

This is why UK house prices might be sturdier than you think

Brexit uncertainty appears to have hit sentiment for UK property, but while certain sentiment indices have led to gloomy headlines, actual home price results have been much better.

Equities

11DEC 2018

2018

DECEMBER

11DEC 2018

Equities

Outlook 2019: European commercial real estate

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

NOVEMBER

30NOV 2018

Equities

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

Equities

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.

OCTOBER

22OCT 2018

Equities

Why psychology is the secret ingredient in the success of global cities

Real estate investors may not be aware of the impact psychology can have on cities.

SEPTEMBER

20SEP 2018

Fixed Income

Investing in commercial real estate? It’s all about that basis (no trouble)

For discerning commercial real estate investors, we believe the lower cost basis – the initial property acquisition costs - outside of the major, more “glamorous” big cities in the US could offer real value.

04SEP 2018

Alternatives

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.

AUGUST

08AUG 2018

Alternatives

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.