Market Outlook 2024

Natixis Investment Managers' affiliates share their thoughts on what might be on the horizon for investors in 2024.

November 28, 2023
Real Estate: Regional Office Market Resilience In Tough Re-Balancing

Read AEW Europe’s latest monthly research report.

November 2, 2023
Real Estate Climate Risk Premium

Can transition risk and physical risk impact be integrated in a single climate change risk premium?

October 6, 2023
AEW Asia Pacific Research Perspective – Q2 2023

AEW’s latest quarterly research outlook on the Asian real estate market.

September 6, 2023
U.S. Economic & Property Market Perspective

AEW’s latest quarterly research outlook on the US real estate market.

September 6, 2023
CRE Lending Stabilises While Debt Funding Gap Remains

AEW Europe’s monthly research outlook.

September 6, 2023
Seniors Housing – Q2 2023 Market Update

The positive trajectory of seniors housing continued through the first half of 2023 with absorption pacing well ahead of inventory growth.

August 23, 2023
State of Seniors Housing

Several dynamics have aligned that we believe present an attractive investment inflection point for a sector with protracted tailwinds.

August 7, 2023
Repriced Logistics Gets New Lease Of Life

Read AEW Europe’s latest monthly research report.

July 5, 2023
Prime European Shopping Centre Repricing Allows Rebound

AEW Europe's monthly research report.

June 12, 2023
Protecting Real Estate From Climate Risks

AEW sets out concrete steps for meaningful climate-change adaptation.

May 31, 2023 Thierry Laquitaine
AEW – Asia Pacific Market Perspective – Q1 2023

AEW’s market update and outlook in Real Estate in APAC across countries and segments.

May 26, 2023
AEW – US Economic & Property Market Perspective – Q1 2023

AEW’s quarterly market update and outlook on the economy and real estate in the US across segments (industrial, apartment, retail, office).

May 26, 2023
AEW - 2023 Mid-Year European Outlook

Light at the end of the tunnel.

May 4, 2023
AEW – Asia Pacific Market Perspective – Q4 2022

AEW’s market update and outlook in Real Estate in APAC across countries and segments.

March 2, 2023
Lower for longer, no longer

Changing yields, property valuations, and investment opportunities.

February 15, 2023
Debt Funding Gap Widens as Lower Collateral Values & ICR Bite

This report provides debt funding gap (DFG) analyses.

February 7, 2023
AEW - 2023 European Annual Outlook

Positioning for disruption.

December 7, 2022
U.S. Economic & Property Market Perspective

The timing and degree of this re-pricing will be shaped, as always, by additional future changes to monetary policy, the resulting impact to the broader economic environment, and the property sector/market specific vagaries of the various individual assets.

November 18, 2022
Asia Pacific Market Perspective Q3 2022

Economic momentum is slowing globally after a strong 2021 and Asia Pacific should not be immune to this. Still, as it stands, the region has had the strongest short-term growth outlook compared to the US and Europe.

November 18, 2022
AEW - European Real Estate Debt Markets Re-Align

Real Estate interest rates have moved upwards but Loan-to-Value (LTV) ratios show stable levels.

October 7, 2022
AEW – Europe – Next Wave Of Physical Climate Risk – 09 2022

River flood, sea level rise, drought etc: how will physical climate change impact European real estate returns?

September 15, 2022
European Logistics Reaching A Turning Point

Discover AEW's Monthly Research Report of June.

July 6, 2022
AEW – US Economic & Property Market Perspective – Q1 2022

AEW’s quarterly update and outlook on the economy and Real Estate across segments (industrial, apartment, property, retail, office) in the US.

June 14, 2022
AEW – Asia Pacific Market Perspective – Q1 2022

AEW’s market update and outlook on Real Estate in APAC across countries and segments.

June 9, 2022
AEW Monthly Research Report – Shopping Centre – May 2022

Repricings & reopenings trigger shopping centre outperformance.

June 1, 2022
2022 European Mid-Year Outlook: Dealing With Double Trouble

How can European real estate investors best deal with the double trouble from high inflation and slowing economic growth?

May 10, 2022
AEW – Rising Interest Rates and REITS – March 2022

How do REITS perform in a rising rate environment? The answer varies because different types of interest rates (Federal Funds, 10 year Treasury, Corporate Bond yield etc) have very different cycles.

May 9, 2022
Real Estate: Social and Environmental Mega Trends Reshuffle the Deck

Experts from AEW and Natixis analyse the impact of secular trends including; urbanization, climate change, e-commerce, work from home etc. on real estate.

March 24, 2022
AEW – US Economic & Property Market Perspective – Q4 2021

AEW’s quarterly market update and outlook on real estate in the US across segments (industrial and apartment property, retail, office).

March 21, 2022
AEW – Asia Pacific – Market Perspective – Q4 2021

AEW’s market update and outlook on Real Estate in APAC, across countries and segments.

March 17, 2022
AEW Monthly Research Report – February 2022

Land take regulations to drive land prices, density & Brownfield developments up.

March 10, 2022
Real Estate in a More Fully Funded World

Today, as more investors find themselves fully, or at least more fully funded, commercial real estate offers another attribute that may be valuable in this new, and perhaps unexpected, environment.

March 2, 2022
Time to Shift for Insurers: Investing in Private Assets (3/3)

In today’s low rate environment, insurers are allocating more and more to private assets.

December 16, 2021
AEW Research – The Residential Potential

Asia Pacific’s multifamily sector is set to expand and is piquing the interest of investors.

November 23, 2021
Real Estate: Why Diversification Is More Than A Buzzword

The pandemic has shown the value of a broad asset range and flexible allocation.

November 17, 2021 Rob Wilkinson
Green Infrastructure Takes Off Across Asia-Pacific

Proliferation of ESG-Friendly Infrastructure Debt Provides Unprecedented Diversification Opportunity for Investors.

November 11, 2021 Angus Davidson
AEW Monthly Research Report – October 2021

No Place Like Home: Defensive Residential Returns Attract Investors.

November 9, 2021
Moving On and Beyond: Asia Pacific

Update on real estate markets and where they are going.

November 1, 2021
Greater Seoul Logistics – A Year in Review

Over the past year, e-commerce firms have expanded their physical presence rapidly, which has led to record high levels of demand for modern logistics space.

October 14, 2021
AEW Monthly Research Report – September 2021

Most recent data suggests lenders “risk-off” attitude.

October 13, 2021
Cold Storage – Crucial Property Infrastructure

COVID-19 has heightened both the demand for refrigerated space as well as the awareness of the critical role it plays in society broadly.

October 6, 2021
How Proptech Could Revolutionise Real Estate

How innovations in real estate are preparing us for the post-Covid city.

September 15, 2021
Solving The Private Markets Conundrum for UK DC

DC members and smaller DB schemes get long-awaited access to illiquid assets.

September 7, 2021 Nick Groom
Three Considerations for Insurers Weighing an EM Corporate Debt Allocation

Are insurers making a mistake when it comes to their paltry allocation to emerging market (EM) Corporate Debt? Loomis Sayles thinks so.

August 27, 2021
Climate-Informed Real Estate Returns in Europe

How much will climate change impact European Real Estate returns?

July 14, 2021
AEW Research: Asia Pacific

The segment looks at the inherent features of the Seoul office market that led to this result, the attractive fundamentals and key opportunities, and what we might expect to see going forward.

June 16, 2021
AEW Research: Essential Housing

The segment of the rental housing market that is affordable to households with low to moderate household incomes.

June 16, 2021
AEW Research: US Economic & Property Market Perspective Q1 2021

America on the Verge of Returning – making strong progress overall in the vaccine rollout.

June 15, 2021
AEW Research: Asia Pacific Market Perspective Q1 2021

Markets are expected to see a more widescale recovery to begin in the coming months as mass vaccinations continue and business confidence improves.

June 15, 2021
Investor Portfolio Alignment with the Paris Agreement: a Multi-Sector, Multi-Asset Class Approach

S&P Trucost and Natixis IM Solutions detail the extension of the 2°C alignment assessment methodology to private and illiquid asset classes in order to obtain consistent multi-sector, multi-asset class analyses.

June 3, 2021 Olivier Trecco
AEW Monthly Research Report – May 2021

Will Logistics Continue To Be The Favourite Asset Class For Real Estate Investors?

May 26, 2021
AEW Monthly Research Report

Strong resilience for regional European offices

May 17, 2021
AEW Mid-Year 2021 Outlook

Covid-19 negatively impacted 2020 European growth to various degrees. Regardless of its precise speed, the 2021-22 recovery is expected to be solid. But, this strength is also raising concerns on inflation.

May 4, 2021
2021 Preqin Global Real Estate Report: Future-Proofing Core Real Estate

The pandemic has highlighted the rising importance of anticipating socioeconomic megatrends for fund managers to stay ahead.

March 9, 2021
Next-Generation Real Estate

Rapid evolution in sustainable buildings raises the bar for property investors.

February 17, 2021 Thierry Laquitaine
Future-Proofing Core Real Estate

The pandemic highlights the need to follow socioeconomic mega-trends.

October 22, 2020 Christina Ofschonka
Real Estate Debt Helps Investors Ride out Crisis

Senior secured loans bring some certainty to an uncertain world.

September 2, 2020 Arnaud Heck - Cyril Hoyaux
COVID-19 Impact on Real Estate: A Global View from AEW

What COVID-19 has changed in the Real Estate Sector in Asia, in Europe and in the US.

August 3, 2020
Why Has Making an Impact Been Made so Hard?

Despite regulatory changes relating to ESG and Impact Investing, Trustees are still none the wiser about how to account for climate change in their scheme’s SIPs.

May 14, 2020 Will Fox-Robinson - Ian Mason
COVID-19: What is the impact on Commercial Real Estate Debt in Europe?

Ostrum Private Debt Real Assets team looks into the impacts of the Covid-19 crisis on the real estate debt.

May 5, 2020
AEW – Managing & Pricing Climate Risk

As real estate contributes to 36% of greenhouse gas emissions globally, a deep understanding of climate change related risks for the commercial real estate sector is starting to develop. Climate change risks include both direct physical and indirect transitional risks.

March 12, 2020
European Real Estate Debt

In this report, AEW shares initial analyses of loan-level data to allow answering the question: is commercial real estate debt priced efficiently for investors in European markets?

October 10, 2019
What Growth Are We Seeing in Private Debt and Real Assets?

Clear Path Analysis sits down with Denis Prouteau, CIO of Private Debt & Real Assets at Ostrum AM, to talk about the prospects of real assets, infrastructure and private debt going forward.

August 27, 2019
Factor Investing in European Offices

In this report, the factor investing approach is applied to close to 40 European office markets for the first time comparing it to traditional core and value add investment styles.

July 17, 2019
The Five Myths of “Illiquids”

How UK Defined Contribution (“DC”) schemes can overcome the misconceptions that stop them offering investments with superior risk-return potential.

May 16, 2019 Nick Groom
Real Estate Debt is the Real Deal

Why economic uncertainty need not deter investors from real estate, explain Arnaud Heck and Cyril Hoyaux in a Q&A.

April 4, 2019 Arnaud Heck - Cyril Hoyaux
Real Assets: Invest In What You Want, How You Want

Creating bespoke portfolios through alignment of bank and asset management capabilities

February 27, 2019 Denis Prouteau
European Office Review

Limited new supply drives rental growth.

October 11, 2018
French Residential Market Offers Opportunities in Paris and Beyond

European Research Monthly Update

August 25, 2018
Future-Proofing European Retail

Innovate to meet the e-commerce challenge.

June 21, 2018
A Special Theory of Relativity

If one is truly honest, one must admit that most asset markets across the globe appear expensive today, at least through the lens of historical valuation metrics.

June 6, 2018
European Relative Value Index

As yields on European commercial real estate have tightened to record lows over the last two years, investors are fully justified to question whether direct real estate offers sufficiently attractive returns.

June 3, 2018
US Real Estate Quarterly

AEW US Q4 2017 Real Estate Market Outlook

February 5, 2018
2018 European Property Market Outlook

Analyzing likely impacts of market changes and the state of debt markets in Europe, this report provides an overview of current conditions, highlighting strategies that have the potential to deliver outperformance.

December 9, 2017 Rob Wilkinson
Real Asset Debt: A Substitute for Bonds?

Collateralised assets benefit insurers under Solvency II.

July 18, 2017 Nathalie Pistre
European Real Estate Quarterly

AEW Europe Q2 2017 Real Estate Market Outlook

July 1, 2017
European Real Estate Quarterly

AEW Europe Q1 2017 Real Estate Market Outlook

April 24, 2017
It's Time for Real Assets

Private debt can be a lower-risk, higher-yielding alternative to traditional bonds.

September 18, 2016 Fabrice Chemouny
Real Estate, Infrastructure, Aircraft

Institutional investors are increasingly attracted by real asset private debt.

September 10, 2016 Laurent Belouze
Alternative Strategies May Add Value to Institutional Portfolios

Including alternatives strategies in a portfolio can help to improve performance whilst reducing risk.

April 15, 2016
Real Estate Debt

An alternative to conventional fixed income investments.

April 14, 2016 Arnaud Heck - Cyril Hoyaux