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Insights

UK real estate market outlook Q3 2025
Insights
UK real estate market outlook Q3 2025

Returns have been gradually climbing since the start of the year, as capital growth has returned. Find out more about our UK real estate views.

9 min Read
Asia Pacific real estate market outlook Q3 2025
Insights
Asia Pacific real estate market outlook Q3 2025

We expect diversification into APAC to increase, especially towards core markets like Japan, Australia, and Korea. Read more about our outlook.

11 min Read
European real estate market outlook Q3 2025
Insights
European real estate market outlook Q3 2025

Reindustrialisation in Europe offers a structural play for investors to source new opportunities. We discuss the outlook for European real estate.

11 min Read
North America real estate market outlook Q3 2025
Insights
North America real estate market outlook Q3 2025

The latest US data has been mixed. Firms are investing, but consumption momentum has been weaker. We discuss the impact on real estate.

7 min Read
Macro: Why geopolitics matters when investing in the shadow world
Insights
Macro: Why geopolitics matters when investing in the shadow world

In a world where the old rules no longer apply, how can investors stay ahead? Discover why geopolitics, scenario planning and conviction are now essential to navigating global uncertainty.

4 min Read
AI vs the AI Expert: A conversation about the future of investing
Insights
AI vs the AI Expert: A conversation about the future of investing

Can AI replace fund managers? Discover how artificial intelligence could transform investing – and what a leading researcher says about its promise, pitfalls and future.

5 min Read
Equities: Why invest in Europe's smaller companies amid US uncertainty
Insights
Equities: Why invest in Europe's smaller companies amid US uncertainty

European small caps are positioned to benefit from US uncertainty. Could this overlooked asset class be the smarter way to invest in Europe right now?

4 min Read
Climate risk and supply chains: The hidden link investors can't ignore
Insights
Climate risk and supply chains: The hidden link investors can't ignore

Climate risk is breaking supply chains. Are investors asking the right questions? Discover why indirect exposure could cost more – and how resilience creates opportunity.

3 min Read
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