- December 1, 2022: Vol. 34, Number 11

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Outlook on Europe: Why income and growth strategies will thrive in the new norm

by Mahdi Mokrane, Charles-Nicolas Tarrière and Juan Gotsis

So far, 2022 has been an extremely challenging time to manage an investment portfolio — any investment portfolio. One lesson from the succession of crises of the last 10 years is that investment managers need to accept that we live in a world of heightened uncertainty, compounded by the ever-increasing frequency of global crises.

Thus far, 2022 has pushed this non-normal feeling to an extreme. Traditional bond/equity portfolios were not spared this time around: the celebrated negative correlation between both asset classes did not hold in 2022, and year-to-date returns are deeply negative. In this environment, an increasing proportion of investors are considering an incursion into alternative asset classes, including real estate.

Disruptors and stabilizers

This is good news for real estate investment managers, but in order to succeed, a manager of the future needs to succeed in three challenges: be the portfolio designer of choice, the landlor

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