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News and insights


US Federal Reserve: behind the curve?

Michael Grady - 24 MAR 2017

The market is under-pricing the risk that the Fed will tighten rates more quickly than expected, says Michael Grady.

Economic research Americas


Real estate: beating the benchmark blues

- 22 MAR 2017

During a sustained period of strong performance for real estate assets, an investment strategy based on mimicking the benchmark paid off handsomely. But as we move into an altogether more challenging period, this approach will no longer reap the same rewards, argues Chris Urwin.

Real estate UK


Political risk: Europe holds its breath as elections get underway

- 21 MAR 2017

With a rising tide of populism sweeping across Europe amid a string of crucial elections, bond markets once again appear to be questioning the European Central Bank’s ability to defend its currency.

Europe Economic research Fixed income


South Korea: Park strife

Ed Wiltshire - 20 MAR 2017

The ousting of South Korean president Park Guen-hye from office should accelerate corporate governance reforms in the country, says Ed Wiltshire.

Equities Emerging markets


Challenging outlook for UK real estate

Tom Goodwin - 16 MAR 2017

The UK government’s negotiating stance on ‘Brexit’ has become clearer, which is good news for real estate investors. But value remains scarce across the market, says Tom Goodwin.

Real estate UK Brexit


Spheres of influence: The return of history?

- 12 MAR 2017

As the US, Russia and China reposition themselves on the world stage, Cold War-style spheres of influence are coming to define the new global order.



UK industrial property: a safe haven?

Tom Goodwin - 10 MAR 2017

The industrial sector makes up a relatively small, but growing, part of the UK’s commercial property market. Investors are increasingly focused on efficient supply chains and the requirements of online retailing, writes Tom Goodwin.

Real estate UK