Real Estate Outlook
A publication from Zurich Real Estate Investments that shares valuable perspectives from our global experts.
Real Estate Outlook 2024
Zurich Real Estate Investment’s Outlook 2024 focuses on ten key trends shaping real estate investor and occupier attitudes over the coming year and beyond. These span geographies, ranging from the macro, like climate and capital markets, to more micro, such as how rising insurance premiums may impact future returns. We zoom in on evolving real estate sector trends and even explore the case for investing in vertical farming. We also speculate on the role AI will have on the asset class and learn from a few recent high profile real estate company failures. We conclude with our preferred investment strategies and how these should be tilted in 2024.
Past Real Estate Outlook publication
Global Real Estate
Mid-Year Outlook 2023
Working harder to stay standing
The mid-year outlook by our Market Strategy and Macroeconomics team cites a number of powerful cross currents at play in global markets. Economic growth has been resilient so far this year, due to strong services activity and buoyant consumer spending helped by full employment in many regions. But a deeply persistent inverted U.S. yield curve signals scepticism about the enduring strength of conditions.
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Weekly Macro & Markets View
Designed to give clear interpretation of the previous week’s macroeconomic and financial market developments. This publication represents how Zurich sees the financial landscape evolving on a week-by-week basis.
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Monthly Investment Insights
Structured to give a succinct view of the investment outlook and economic prospects for the coming months. Focus is on key developments from an investment perspective, with a tactical view presented on the major asset classes of the Group, in particular equities, credit and government bonds.
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Inflation Focus
A quarterly publication, conveying the most likely outlook for inflation over the subsequent 12-24 months. Global and regional views are provided, detailing the driving forces behind the outlook. Point forecasts are offered for the major coverage areas, with short-term moves and pressures also identified.
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Topical Thoughts
Investigative research on specific issues that affect the business environment, with expert thoughts and opinions provided on an ad hoc basis.
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Economics & Markets Outlook
With a 12 months focus, this publication is designed as a reference document for multiple user groups. It provides the foundations for the financial market and economic views at Group level. It is segmented by region and provides in-depth coverage of both economic and financial market fundamentals, as well as the underlying trends that are observed.
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Mid Year Review
An update on the Economic & Market Outlook is provided, gauging developments and projecting how the subsequent 12 months are likely to unfold.
Videos and Podcasts
To compliment some publications, a series of short videos and, in the case of Topical Thoughts and the Economic and Market Outlook, more detailed podcasts are available.
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