European real estate: A new cycle in focus
A line appeared to be drawn under tariff uncertainty at the end of July, with the U.S.-E.U. trade deal being struck – just as the European real estate market entered its traditional summer lull. As real estate investors returned to their desks in September, many were pondering the question: where do we go from here?
Fidelity International
November 01, 2025
Escaping the crowds
The GAA team reviews how market dynamics are influencing portfolio positioning and why they believe Canada may be reaching an infleciton point.
David Tulk
Portfolio Manager
October 01, 2025
Webcast – Canadian economic outlook: Signs of a new regime
Ilan Kolet explores the impacts of changing U.S. investment sentiment on the global investment regime, and what declining consumer confidence and rising unemployment might mean for Canada’s economy.
Ilan Kolet
Institutional Portfolio Manager
September 17, 2025

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