Gaining knowledge and experience to support your decision making
In this month’s news roundup, we highlight the increasing influx of investment into the UK property market from overseas institutions and private investors, evidence of growing confidence in the London office and residential markets and significant opportunities for buyers to take advantage of a stabilising economic environment.
High rates and inflation are likely to drive slower global growth this year, while China’s disappointing recovery from COVID continues to weigh on trade; inflation should continue to fall, but the trajectory is uncertain given the stickiness of services inflation and the potential for geopolitics to disrupt the glidepath to a soft landing; multiples, meanwhile, have expanded and spreads have narrowed, presenting little room to absorb negative news; diversification and discipline are key.
This month, we discuss a renewed – but narrow – equity rally, credit spread tightening, and Japanese opportunities.
Expect the current AI-driven technology wave to follow similar patterns to previous waves, like the mobile wave and the cloud computing wave: it will change our lives and give birth to a fresh set of era-defining tech companies.
This month’s news roundup looks at the continued influx of private equity investment into London’s office sector, evidence of increased confidence in the UK’s commercial property market and a strong end to the year for high-value commercial and residential transactions.
This month we discuss a strong rally across fixed income and equity markets as peak-rate optimism turned the page on two months of market retreats.
From the continued growth in workers returning back to the office, to discounted prices for prime locations, this month’s news round-up looks at what is driving the high-demand for top-quality assets in London.
