AXA IM - Real Assets' Research & Strategy produce a series of thought-providing publications titled Market Perspectives, Market in Focus and Strategic Directions. Each publication is generated with the intention of delivering informative, cutting-edge research, news and views to our clients.
Investor Thinking - Asia Pacific Australia The first port of call - November 2016.pdf!docnameBuilding on the team's analyses and forecasts, this publication contains a series of articles offering strategic views as well as investment (or disinvestment) themes.
1 - Outlook 2016: Accepting Risks in the Right Areas (February 2016)
2 - Hotels: Here to stay (March 2016)
3 - Value-Add opportunities throughout the cycle (April 2016)
4 - The impact of flexible working on European office markets (April 2016)
5 - Applying a 360-degree approach to property allocations (June 2016)
6 - Blurred lines: The merging of logisitics and retail (June 2016)
7 - Investing in today's markets (June 2016)
8 - Retailtainment: The winning combination of experience and leisure (July 2016)
9 - BREXIT: Decision made - The implications for European Real Estate (August 2016)
10 - Global Cities: The future of real estate investment (October 2016)
11 - Asia Pacific - Australia, the first port call (November 2016)
12 - Infrastructure, where we start (December 2016)
Issue 2 - September 2015
1 - Rate rises: the truth, the whole truth and nothing but the truth
2 - So what if rates rise?
3 - Can UK Long Lease defend against rate rises?
4 - "Is stability destabilizing" in German real estate markets?
5 - Hotels: the risk of not taking enough risk
6 - Growing interest in secondary cities: opportunity versus risk
Articles 1, 2 & 3
1 - Tech submarkets: our strategy evolves
2 - Tech submarkets: Europe gains momentum
3 - Tech submarkets: adding value to US
4 - Mind the Gap
5 - Hedging tail risk in direct commercial real estate investments
6 - Should a property owner wait for the Big Letting?
7 - Now is the time for speculative development
8 - Implications of (youth) unemployment for Southern European office markets