- Fixed income
- Real estate
- Absolute returns
Our research capability
We devote significant resources to real estate research. We were one of the first institutions in Europe to set up a dedicated real estate research team in 1990. We now have a team, headed by Anne Breen, comprising four analysts with specific regional research responsibilities and a fund strategist. They offer a breadth and depth of experience that is unparalleled across Europe. They combine their specialist knowledge to give an overall view on the key market drivers and provide insights and recommendations on a sector basis to the real estate fund managers. Furthermore, we take on the research recommendations of our global strategy, equity and fixed income teams to build an overall picture of the environment for real estate.
We believe our dynamic research process allows us to focus on change and identify key turning points in real estate cycles. This process underpins our detailed global return forecasts which form the backbone of the Real Estate House View. The forecasts and House View are reviewed at least quarterly. These are built on the insight of the analysts closely monitoring market triggers, along with the on-the-ground experience of our fund managers who have invested in 14 countries to date. The Real Estate House View drives asset allocation across direct real estate markets, listed real estate companies, indirect private vehicle holdings and derivatives.
Head of Real Estate Research & Strategy
Anne manages the output of one of Europe’s leading real estate research teams at Standard Life Investments. The team’s activities include forecasting UK, European, Asian and North American real estate markets. Her team also provides strategic input for all of the 19 different real estate vehicles we manage including investment in listed and co-mingled real estate vehicles, as well as the tactical use of global real estate derivatives.