Asset Class Perspectives

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CIO Asset Class Outlook

17-Sep-24 Macro

U.S Economic Outlook

Time has come to engineer that soft landing.
17-Oct-24 Americas

Americas CIO View

Last days to price best of all possibilities: Tough decisions after the elections

Asset Outlook

What Fed Cuts Mean for the Muni Market

October 2024

The Strike is Over but the Drama at the Ports may Continue….

East and Gulf Coast Port Labor Dispute and its Implications

Despite the Fed’s rate cutting, renting over buying remains the more realistic option

Though mortgage rates have fallen in anticipation of the Fed’s rate-cutting cycle, low housing affordability persists lifting renter demand and investment performance.

Global Opportunities in Rental Housing

Housing shortages, among other factors, continue to drive investment opportunities across developed markets globally.

Industrial market fundamentals have rebalanced with limited pain to landlords

A soft-landing economic cycle has enabled industrial market conditions to stabilize into what appears to be a modest recovery phase.

Self-Storage: After Pause, Opportunities Begin to Emerge

Going forward, we expect a recovery in self-storage fundamentals over the medium term due to a combination of demand and supply related factors.

Appraisal Values Finding a Bottom

Following a valuation reset, elevated cap rates may reward investors with stronger income returns and buoy rental growth by squeezing the supply pipeline.

Embracing the New Normal in the U.S. Office Sector

The office sector is going through a period of change intensified by COVID-19 lockdowns.

U.S. Real Estate: Risk or Opportunity?

Doomsday headlines may persist, but do not be fooled: The outlook for real estate is getting brighter.

Retail sector shines as the U.S. consumer remains resilient

We believe that structurally tight labor markets and robust household finances — together with low current vacancies and limited new construction — will continue to underpin healthy retail fundamentals for the foreseeable future.

2024 Real Estate Outlook

We believe that 2024 will mark a turning point for U.S. real estate, as easing financial conditions offset a soft patch for fundamentals.

Artificial Intelligence – The Journey Begins

The first quarter of 2023 will likely go down in history as the time when the world became aware that the “cognitive” abilities of information machines hit a tipping point.

CIO View