Showing 3551 - 3560 of 3,571 entries
Research PaperFrench Barometer - 23rd Edition
In the 23rd edition of the French Barometer, the biggest investment companies adjust their anticipations on the French investment property market for 2018 and provide their vision for 2019.
Research PaperRetail Apocalypse: Should Mall Owners be Worried?
Retailer bankruptcies, department store struggles and empty malls have dominated recent U.S. retail news headlines. The apparent culprit? A mass movement to online shopping. The “retail apocalypse” has led to fears of consumers abandoning physical bricks-and-mortar stores in favor of online shopping. In this paper, we use MSCI data to illustrate that, despite the inexorable rise of e-commerce over the last 20 years, retail asset performance in the U.S. has been surprisingly resilient,...
Research PaperFrench Barometer - 24th Edition
Dans cette 24ème édition du Baromètre MSCI, les plus grosses sociétés de gestion ajustent leurs anticipations pour 2018 et nous donnent leur vision du marché pour 2019. In the 24rd edition of the French Barometer, the biggest investment companies adjust their anticipations on the French investment property market for 2018 and provide their vision for 2019.
Research PaperFrench Barometer – 22nd Edition
In the 22nd edition of the French Barometer, the biggest investment companies adjust their anticipations on the French investment property market for 2017 and 2018.
Research PaperUK Supermarket Investment Report 2016
MSCI and Colliers International have continued their research collaboration to produce the sixth annual UK Supermarket Investment Report. The supermarket investment sector is effectively ‘re‑booting’ following a transformation in the structure and focus of the key operators.
Research PaperMSCI Real Estate Solvency II 2017 Update Report
The primary purpose of the 2011 IPD Solvency ll Review was to assess the information base used by the European Insurance and Occupational Pension Authority (EIOPA) in determining an appropriate solvency capital requirement for real estate portfolios held by insurance companies. This update report adds six years of European investment market data to that available for the original study, bringing the capital risk analysis up to December 2015.
Research PaperIndustrial in the Limelight: Secular Shift or Cyclical Rotation?
In 2017, industrial real estate had the highest sector total returns across many global markets. We have found that this was not just a rerun of industrial’s normal cyclical rotation, but that there were signs of a secular revolution starting, driven by e-commerce. In many global markets, the spread in yields between industrial and the other commercial real estate sectors has compressed more over recent years than in previous cycles. In the U.K., where outperformance was particularly...
Research PaperEvaluating Opportunities in Active Management
Despite institutional investors, globally, continuing to allocate funds to indexed strategies, active management remains attractive across various products and geographies. The ability to select skilled managers in opportune markets who can add value beyond a indexed investment tracking an index, may justify the case for active implementation. We analyze different segments of the equity markets to find the intersection of those that have provided the greatest opportunity and where managers...
Research PaperUK Shopping Centres Investment Report 2015
This report details both the performance of shopping centre assets and what has been happening in the transactional market through 2015, an exceptional period for this sector. MSCI currently tracks over circa £13.5bn of shopping centre assets across the UK and is proud to present an in-depth analysis of this sample. This report is prepared by MSCI, in association with Colliers International.
Research PaperScenarios, Stress Tests and Strategies for First Quarter 2016
The central scenario inferred from markets has evolved this quarter to one where investors expect economies to muddle through global uncertainty but with heightened worries about the effectiveness of monetary and fiscal policies. Adverse and positive scenarios for the year reflect the following themes: The tension between growth and deleveraging The effectiveness of unconventional monetary and fiscal policies The assessment of the windfalls or dangers of lower oil prices; and The...