China is at the forefront of a technological revolution and the quantity of data it will yield is unprecedented. For investors in companies based in the country’s global cities, this could bring compelling opportunities.
Schroders analysis of official forecasts suggests the next five years will be very different to the recent experience for both homebuyers and tenants.
We highlight investible cities around the world that have the potential to rise up the ranks of the Schroders Global Cities index in 2018
Europe’s renewed urbanisation and accompanying infrastructure upgrades provide interesting opportunities for real estate investors.
The current US economic expansion ranks as the third longest on record and markets seem content to assume it will continue indefinitely. We see scope for growing inflationary forces to surprise markets and precipitate disruption.