Today’s economic climate is marked by a profound disconnect between the real economy and the performance of investment markets. While Europe’s overall economic recovery has been slow, growth has finally picked up in Continental Europe, with the United States and many markets across Asia also showing strong economic growth. Meanwhile, however, the UK economy has started to feel the impact of Brexit. Amidst this economic climate, global real estate investment markets are moving full steam ahead. When and how does this cycle come to an end?  Where does the market go from here? What factors could trigger the market to slow down? And how will key geopolitical events impact economic developments and investment strategies?

Moderator: Professor Greg Clark CBE, ULI Europe

Panellists:
Maxime Alimi, AXA Investment Managers
Michael Power, Investec Asset Management