Panorama brings you distinct viewpoints, drawn from the full breadth of our global capabilities. In a complex world we help you find answers to your investment challenges.
In the inaugural Mid-Year edition our senior investors assess the shifts in the global investment backdrop since our December 2016 edition and highlight some of the key opportunities and risks they see over the next six months.
Each month Investment Insights brings you an exploration of the themes and trends which lie at the heart of your investment challenges.
With potentially significant implications for monetary policy and for a broad range of asset classes on both a tactical and strategic basis, this month's Investment Insights digs a little deeper into what economists have dubbed 'the wage growth conundrum'.
Research by asset class
Highlights from Real Estate Summary – Edition 1, 2017:
- Demand growth healthy, particularly in Europe and Japan
- Reflation trade in question as wage growth lags
- Lead markets show first signs of softness in pricing
- Wage gains important for real estate and will influence strategy