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APAC investors: look west not east for real estate opportunities.
Against a backdrop of enduring inflation and interest rate increases in 2023, what’s next for private markets?
In the latest episode of the Emerging Market Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition.
We expect near-term capital returns to remain under pressure, despite the prospect of rate cuts in 2024.
UK real estate looks poised for a modest recovery, following a collection of positive movements in the economy
The outlook for European direct real estate returns is improving each quarter
The UK, US, and parts of Europe, are expected to lead the recovery.
We like industrial and logistics markets surrounding the Gulf and East-Coast ports.