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.
Risk warning
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.
Focused research
A global view, along with local insight, means our clients benefit from our truly integrated approach.
Performance and purpose-driven outcomes
We apply our expertise to identify the best solutions for our clients.
Investing in the future of the built environment
ESG assessment is a critical component of our investment process. We believe this leads to better client outcomes and greater potential for people utilising the built environment.
Market outlooks
Global Real Estate
Tenant strength and income resilience will be the focus as recession hits demand.
UK Real Estate
UK inflation is set to fall further over the next few months and interest-rate cuts are expected around the summer.
European Real Estate
Recession-like conditions persist in the region, which are weighing on tenant confidence, activity, and rental growth.
North American Real Estate
Dwindling household savings, shrinking corporate margins, and tight credit conditions will weigh on growth.
Asia-Pacific Real Estate
Slowing growth, moderating inflation, and falling interest rates are likely to be dominant near-term themes for Asia-Pacific real estate.
Fund in focus
Visit our fund centre to see all the funds we offer, or take a look at our focus fund below. Click on each fund to find out more about its objectives, past performance, and to access key literature.
Videos
Featured case studies
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.
Australian logistics favours total returns
The Australian logistics market offers favourable dynamics in supply and demand with direct exposure to long-term income and growth.
Key Documents
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