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Research Letter – June 2024

In this letter, we examine the implications of recent in- and outflows of core and core-plus real estate capital, compare the office vacancy rates between London and New York, investigate the need for continued energy investment during the AI boom (which we believe will be a major constraining factor), and discuss the shifting role of narratives in understanding financial markets and how these narratives represent a double-edged sword for investors.

27th June 2024