US logistics and industrials: shifting sands in the supply chain
There is an ongoing shift in logistics away from the West Coast in the US. Read more about our views.
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
Tenant strength and income resilience will be the focus as recession hits demand.
UK inflation is set to fall further over the next few months and interest-rate cuts are expected around the summer.
Recession-like conditions persist in the region, which are weighing on tenant confidence, activity, and rental growth.
Dwindling household savings, shrinking corporate margins, and tight credit conditions will weigh on growth.
Slowing growth, moderating inflation, and falling interest rates are likely to be dominant near-term themes for Asia-Pacific real estate.
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Disclaimer: Companies selected for illustrative purposes only to demonstrate the investment management style described herein and not as an investment recommendation or indication of future performance.
The Australian logistics market offers favourable dynamics in supply and demand with direct exposure to long-term income and growth.
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