Real Estate

Paul Reuge, European Equities Portfolio Manager Rothschild & Co Asset Management. That's the question that arises, given the brightening top-down and bottom-up outlook for the sector after a five-year period marked by covid, inflation and rising interest rates. ​  The expectation of a normalization of…

Story of the month ODDO BHF Asset Management As needs for energy-efficient sustainable buildings are rising, awareness about poor air quality is increasing, and building automation demand through IoT (Internet of things) and smart homes is growing, HVAC could be an interesting positioning for the…

The global construction industry is on the hunt for innovative solutions to reduce its large environmental footprint. Zsolt Kohalmi, Deputy CEO & Global Head of Real Estate, (PAA) Pictet Asset Management. Real estate’s large environmental footprint is a risk to the world’s net zero ambitions.…

Paul Reuge, European Equities Portfolio Manager Rothschild & Co Asset Management. Each time the cycle turns, for whatever reason, what follows is a rather similar sequence that can be broken down into four phases. The first is a drying up of liquidity as buyers and…