The boom in life science research activities – genetics, biotechnology and medical and pharmaceutical innovation – means there is serious growth potential in the related real estate markets over the coming decade.
Trade tensions continue to be a bellwether for markets and as the US and China vie for supremacy, globalisation could move into reverse. At times like these, investors should build robust portfolios that include defensive trades and hedges.
The uncertainty around the Sino-US trade requires robust multi-asset portfolios.We detail our approach. Elsewhere we explore the opportunities the boom in life sciences is creating in listed real estate and explain how we assess the strength of business models and corporate governance in a world where cyber-security risks abound. The Intelligence Report will take a summer break for the next month. Happy holidays to all our readers!
In this edition of Our Insights, read about how an alliance between global research universities is ratcheting up the quality and quantity of research into sustainable finance. We also explore how the ‘plastic revolution’ is progressing, present a multi-factor strategy for US equities and outline our asset allocation outlook.