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Energy crisis: occupiers see value in green buildings

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.
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ESG ratings: Seeing the value in divergent views

November 2022

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.
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Real Estate Roundtable

November 2022

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.
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Secular Outlook for Global Growth: The Next 20 Years

October 2022

Slower economic growth is expected to result in lower-than average interest rates and less of a tailwind for equities
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High impact: The pursuit of outcomes

October 2022

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.
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Green or bust: The future of real estate

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.
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Cybersecurity: A growing risk

June 2022

Russia’s invasion of Ukraine has raised the threat of Russian cyberattacks on businesses, and underscores the critical importance of cybersecurity to all industries.
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The Potential Impact of Financial Repression

June 2022

Historical analysis and forward-looking asset return estimates argue for greater diversification away from nominal Treasuries amid financial repression.
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Webcast: Is the emerging markets thesis broken?

May 2022

Emerging markets have historically presented strong opportunities to capture higher returns within its fast-growing regions. But with increasing challenges - growing geopolitical risks, a surge in commodity prices adding to already prevailing inflationary pressures and a slowdown in China - does the thesis for investing in emerging markets still hold true?
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Webcast: Quarterly global asset allocation outlook

April 2022

Portfolio Managers David Wolf and David Tulk delve into where they’re seeing opportunities at a time when central banks continue to grapple with persistently higher inflation, and geopolitical stresses are affecting market mechanics and economic growth.
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