LONDON PROPERTY: LOVE IT OR LEAVE IT?

While Brexit has continued to hit the UK property market, several underlying trends are starting to paint a different picture, particularly in the central London office market where its expanding skyline is proving more resilient than expected. Research conducted by the Financial Times earlier this year, for instance, showed that London’s top 15 banks have collectively cut fewer than 3,500 jobs in the UK capital since the Referendum. The FT’s report said this is only 5% of the 15 banks’ City headcounts and that fewer than 1,500 of those moves were linked to Brexit.

Joanna Turner

Joanna Turner

Head of Property Research

Read More

LF Canlife Sterling Liquidity Fund Update: A view to a sell

When constructing a fund for investors, the first question a fund manager ought to ask is: “How will I account for redemptions from this fund?” As Jack Reacher, from the famous book series, would say: “Monitor your surroundings and always have an exit.” Such advice is most relevant when the fund is named after the strategy, which is why we make liquidity the most important step in our investment process.

Steve Matthews

Steve Matthews

Fund Manager, Liquidity

Read More

Fund Comment: Managing Fixed Income As The Final Whistle Approaches

It is uncertain when the current economic cycle will come to a halt, but what is certain is that we are undeniably approaching full time. This has put pressure on investors, who are shying away from ‘traditional’ fixed income assets – such as investment grade corporate bonds – in favour of alternative-style absolute return bond funds and more strategic, esoteric offerings.

ADAM CREED

ADAM CREED

Sales Director, Discretionary & Group

Read More

LF Canlife Sterling Liquidity Fund Update: Lib and let die

We all know how events have a way of creeping up on us: birthdays, Christmas, Money Market Reform (earlier this year) and now the end of the London Interbank Offered Rate (LIBOR). While the infamous reference rate doesn’t officially become extinct until the 1st of January 2022, we need to look at what liquidity or pricing issues might occur during this immense transition away from it to alternative risk-free rates.

Steve Matthews

Steve Matthews

Fund Manager, Liquidity

Read More

Global Equities Research: Spotting Gorillas and Other Primates

DW primates

What do company management focus on and what are they consequently missing? What are the differences in what is deemed important on both sides of the Atlantic? We looked at the aggregate data for the largest 30 companies in the UK and the US to find out.

Daniel White

Daniel White

Senior Research and Strategy Manager

Read More

Contact Us

Do not fill this field

Loader image

Fields marked * are required

Welcome to Canada Life Investments