Investors weigh up economy and stock market five years after waking up to a Brexit future
In 15 years’ time, Brexit is likely to have been more damaging to domestic economy than Covid
In 15 years’ time, Brexit is likely to have been more damaging to domestic economy than Covid
The asset class has become like a bad relationship – too good to leave, but too bad to stay
Property has a place in a multi-asset portfolio – the question is how that exposure is gained and in what quantity
Could the expectation that people work from home more as a result of the pandemic be a knee-jerk reaction?
Multi-managers are shunning UK commercial property funds in favour of absolute return vehicles to avoid correlation with equities and fixed income, and improve portfolio liquidity.
Don Jordison, managing director of Threadneedle Property Investments, is to retire and leave Columbia Threadneedle on 1 May.
Whitechurch Securities has reversed its view on commercial property after swiftly abandoning the asset class last year on the back of concerns over valuations and Brexit.
Some 12 months on from the carnage open-ended property funds experienced in the wake of the Brexit vote, investors seem to be returning to the sector once more.
That property is top of the pops is no great surprise, but looking under the bonnet of the funds that professional investors favour gives us clues as to whether the asset class can maintain its momentum going forward.
Regulatory intervention is just one of the factors having a taming effect on the wild west of alternatives.
Commercial property values in the UK rose by 1.6% in June, up sharply from a 1.1% rise in May.
Commercial property funds have achieved their highest monthly net retail sales for nearly five years, prompting concerns that investors may be being complacent about the inherent risks in the asset class.