LaSalle Investment Management has released its mid-year update to its 2025 ISA Outlook.
Written by LaSalle’s Brian Klinksiek, global head of research & strategy, and Dominic Silman, chief economist, the update is titled Keep Calm and Carry On, a nod to April’s intense market volatility and the relative calm that followed. While markets may appear steady, LaSalle cautions against complacency and believes there is risk behind too much calmness.
Key takeaways include:
Geopolitical tensions continue to drive uncertainty across global markets;
Investors are seeking safe-haven assets; gold is on the rise, prices reached record-highs in June;
The importance of creative capital as scarcity persists;
Interest rate divergence and what it means for capital markets;
Their views on how Trump administration policies might affect real estate investors;
Global REIT valuations and what they signal for diversifi
