How are global markets set for Q4?

Despite heightened geopolitical risk, questionable political decision-making and monetary policy uncertainty, markets have been remarkably stable so far in 2017. At Canada Life Investments, our quarterly asset mix meetings – which bring together all of our investment professionals – provide us with the opportunity to set out our expectations for asset prices for the quarter ahead.

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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Can value still be found in the UK industrial sector?

The UK industrial sector has bucked the trend seen in the other major commercial property sectors since the Brexit vote in June last year. Intense investor demand and high levels of investment activity have driven down yields on prime assets to record lows. So can investors still find value in the sector, or is it already too late in the cycle? How can they capitalise on future growth opportunities without taking on too much additional risk?

Joanna Turner

Joanna Turner

Head of Property Research

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Food & beverage: are we past the peak?

The last five years have seen a boom in the growth of the food and beverage (F&B) property market in the UK, while the retail market has been struggling and become highly polarised in terms of occupier demand. Do we see this trend continuing, or has the food and beverage boom plateaued?

Joanna Turner

Joanna Turner

Head of Property Research

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Our outlook across asset classes

With less dovish tones starting to emanate from central banks globally, relatively high valuations across equities and a cooling off in the London property market, it is safe to say that we are not spoilt for choice in terms of attractive opportunities. Following a somewhat volatile second quarter, how are we positioned for Q3?

David Marchant

David Marchant

Chief Investment Officer, Canada Life Limited & Managing Director, Canada Life Asset Management Limited.

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Look beyond London for value in student housing

With the UK having recently triggered its two-year exit from the EU, property investors will undoubtedly be looking for defensive ‘safe haven’ opportunities to shield themselves from any potential economic uncertainty.

Joanna Turner

Joanna Turner

Head of Property Research

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