Looking ahead: post-crisis investment opportunities

The recent economic crisis has affected the consumer more adversely than previous downturns. A softening labour market, high levels of personal debt and lower asset prices are negatively impacting consumption and retailers. The retail market has not escaped the falling prices seen in other sectors. Experts predict negative to weak rent growth and higher, steady yields for the next few years.

The panel will address key retail investment questions: How is retail emerging from this slump? Are investors reconsidering retail's place in portfolios? Will risk premiums remain high? Is retail still a stable sector?

Arguably, the adverse impact of the crisis will be short-lived. Panelists

will also discuss how retail diversity, ongoing asset management potential, the return of the consumer and the rapid rise of the global middle class may immunise the sector and restore risk adjusted performance.

 

Co-organiser:

 

Moderator:
  • Alessandro BRONDA
    (Head of Global Investment strategy, Aberdeen Property Investors)
Speakers:
  • Alan PATTERSON
    (Head of European & Asian Research & Strategy, Axa Real Estate Investment Managers)
  • Henrike WALDBURG
    (Head of Acquisitions and Sales, Dep. Shopping Centers, Union Investment Real Estate AG)
  • Matthew RICHARDSON
    (Head of Research European Real Estate, Fidelity Investments International)
Programme Details
  • Format:
  • Theme:
  • Date:
  • Start time:
  • End time:
  • Location:
  • Panel discussion
  • Post crisis investment opportunities
  • Wednesday 18-Nov-2009
  • 10:00
  • 10:45
  • Champs-Elysées Room