Sizing up current and future investment themes
Investors - JANUARY 24, 2020

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Sizing up current and future investment themes

by Jennifer Molloy

In Hong Kong this past October, the in-depth discussions at the annual Editorial Advisory Board meeting for Institutional Real Estate Asia Pacific also yielded a number of anonymous quick tally responses on some of the topics most keeping institutional investors, consultants and investment managers in attendance up at night, according to my “Quick tally” article in the The article note:

“The meeting attendees were evenly split on whether the US-China trade war is pushing the global economy into a recession.

For growth opportunities in the next 12 to 24 months, 56 percent selected emerging Asia, far more than the next highest choice of Australia, at 15 percent.

As for property types, most participants’ top target for 2020 is apartments, at 41 percent, with industrial/logistics and office assets coming in a distant second and third, at 22 percent and 19 percent, respectively.

But although more E

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