The summer of 2016 is not one investors will forget in a hurry, as UK property funds suspended trading after the Brexit vote, remaining closed for some time. By October, most had reopened as flows turned positive but six months on, the sector still faces a number of challenges. Nick Montgomery (pictured), head of UK real estate investment at Schroders and manager of the £313m Schroder Real Estate Investment Trust highlights the UK cities still offering opportunities.
In this Brexit and President Trump time of market uncertainty, real estate investors and fund managers looking for attractive returns need to be both smart and patient. The suspension of the retail funds...
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.
US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.