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Macro and capital markets

Investment Strategy Annual 2022

December 13, 2021
ISA 2022 Brochure
  • The macro themes in the 2022 edition of LaSalle’s Investment Strategy Annual provide a road map for navigating real estate markets around the world in the years ahead. We focus on several major trends, which when taken together, lead to our recommendations.

    Eventually, we expect post-COVID-19 pressures such as inflation, supply chain issues and large fiscal stimulus to settle and a new normal to emerge. It’s just a question of “when?”

    In this year’s edition, we seek to look through the current acute period of volatility and uncertainty, to discuss our view of likely outcomes and scenarios to consider, key themes for investing and real estate strategy recommendations that we expect to be resilient across the range of conceivable macro environments.

    Download the report

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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 01, 2019 Walking the dog The weather is now ideal for a May stroll, or even a random walk, as April showers fade from our macro view.

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