Explore our Insights
Nov 13, 2019
Bond yields and credit spreads
Sovereign bond yields and credit spreads are simultaneously the most watched and the most enigmatic of all macro indicators.
Oct 01, 2019
Politics and risk aversion
Those who hoped that recent bouts of capital market volatility would be fleeting have been confounded by seismic political events.
Sep 16, 2019
The Rapid Growth of the Flexible Office
Office owners have rarely been as innovative as many of their own tenants.
Sep 02, 2019
A not-so-slow season
The US and China trade war bubbled on, millions of people went to the streets in Hong Kong to protest, the G-7 leaders met in France, and the EU and UK digested the new leadership of Boris Johnson.
Aug 01, 2019
Going online for the everyday
This view is reinforced by headlines describing retailer bankruptcies, department store struggles, and half-empty malls.
Jul 16, 2019
2019 ISA Mid-Year Update
Thus far in 2019, political headlines have dominated our investment committee discussions and research reports.
Jun 16, 2019
Trade Wars are Here to Stay – How can European Real Estate Investors Build Portfolio Resilience?
Until recently, free trade seemed to be a crucial ingredient to the dominant political and economic narrative.
Jun 16, 2019
Slowing international trade
Cross-border trade represented 6% of world GDP in 1946; it rose to 23% last year, and in 2019 this ratio is falling.
May 19, 2019
Investing in London
London has long been one of the world’s most invested-in real estate markets; it’s a place where people want to live and work.
May 16, 2019
Value-Add Investing in Canadian Real Estate
Private real estate in Canada has generated attractive absolute and relative returns over short, medium and long time horizons and it is expected to continue to do so over the long term.
May 16, 2019
Proptech and Predictive Data Analytics are Changing Real Estate Investment
Since 2017, global proptech companies raised $27 billion of capital, far more than raised in all previous years combined, fueled by exponential growth in digital data, low-cost sensors, and a growing interest by the venture capital industry.
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Research and Strategy team
Brian Klinksiek
Global Head of Research and Strategy
Richard Kleinman
Americas Head of Research and Strategy
Daniel Mahoney
Europe Head of Research and Strategy
Elysia Tse
Asia Pacific Head of Research and Strategy
Chris Langstaff
Canada Head of Research and Strategy
Fred Tang, PhD
China Head of Research and Strategy
Eduardo Gorab
Managing Director, Global Research and Strategy
Petra Blazkova
Europe Head of Core and Core-plus Research and Strategy
Dominic Silman, PhD
Europe Head of Debt and Value-add Capital Research and Strategy
Julie Manning
Global Head of Climate and Carbon