Insights

Attractive fundamentals and a deepening occupier market continue to strengthen the investment case for ground-up development of best-in-class small to mid-box logistics in urban locations. Specialist managers developing and managing portfolios of high-quality, institutional-grade UK stock look set to outperform other sectors across this next phase of the real estate cycle and beyond.

Institutional investors seeking high-growth potential with a calculated risk profile should consider the dynamic landscape of small and mid cap (SMID) companies in healthcare and technology. These sectors boast a wealth of innovation, often driven by nimble and adaptable players poised for significant disruption.

Healthcare remains one of the largest and fastest growing sectors in the U.S. economy. We see the sector’s prolific innovation, resilient demand, and support from long-term demographic trends and fundamentals as providing long-term drivers for continued growth.