January 2023
David Wolf, David Tulk and Ilan Kolet offer answers to frequently asked questions as we move into 2023.
While the challenges that made markets volatile in 2022 are likely to persist in the new year, emerging markets are well positioned, given their economies’ underlying structural growth prospects and the lessons learnt from the past.
December 2022
Real estate investments offer strong diversification benefits versus other asset classes, particularly in periods of heightened economic risk.
November 2022
With the European energy crisis set to deepen this winter, newer, greener buildings with smaller energy footprints are becoming more attractive to occupiers as they become relatively more affordable on an overall cost-of-occupancy basis.
Ratings that score companies based on environmental, social and governance (ESG) factors have come under fire because they often diverge or disagree from one provider to the next. However, not all ESG ratings are created equal, and we see a case to be made for a diversity of approaches to how investors assess a company’s sustainability.
Real estate investing can be an effective hedge against inflation, and subsectors allow pension plans to target exciting niches within the residential, commercial, and industrial markets. Six expert panelists discuss opportunities and risks within this important asset class.
October 2022
Slower economic growth is expected to result in lower-than average interest rates and less of a tailwind for equities
At its essence, impact investing is about delivering outcomes for people and the planet alongside financial outcomes. Investors can have a positive effect across all asset classes, although the nature of influence will vary. Investors are increasingly grappling with the pace of positive change already underway and starting to appreciate the role that real estate can play in accelerating their impact investing ambitions.
September 2022
Real estate investing used to be relatively simple - it was about price and yield. Now it’s on the frontline in the race to net zero. We will never hit our carbon net zero targets by 2050 with today’s buildings. They must change, and we have to change our investment approach alongside them. Those assets that aren’t changed soon will risk becoming obsolete and losing value.
For investors trying to unpack a topic as complicated as sustainability, having a single ESG score for companies isn’t enough.
