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Sector outlooks

The impact of Covid-19 disruption in the US

May 19, 2020
  • Rich Kleinman, Americas Head of Research discusses the potential impact of the Covid-19 pandemic and lockdowns may effect multiple sectors in the US economy over both the short- and long-term, where the long-term means an environment with an effective vaccine.

Mar 13, 2023 Disruption and conviction: Insights into value investing in Europe Our insight report into value investing in Europe highlights the importance of expertise and experience in investing in today’s real estate markets, which are characterised by an abundance of unmeasurable uncertainty over quantifiable risk.
Mar 01, 2023 ISA Briefing: China’s great reopening China’s return to pre-pandemic normality has meaningful implications for the economic and real estate outlook in China, the broader Asia-Pacific region and the world.
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Feb 15, 2023 ISA Briefing: Energy back as key in real estate outcomes The recent dramatic but uneven volatility in energy prices has deeply influenced the economic and property market outlook and we expect it to continue.

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