Laurent Clavel on the factors affecting the investment cycle
Laurent Clavel, Head of Research at AXA IM, talks about the factors affecting the investment cycle - most notably the aging demographics and negative rates driving investor interest towards new real estate investment strategies
Laurent's interview took place during a networking break at the 21st annual Europe GRI, where the world’s leading real estate decision makers gather to discuss current trends. This is part of GRI Hub’s Europe GRI Interview series.
An excerpt of the interview can be found below.
About Laurent Clavel:
Laurent was appointed Head of research at AXA IM on 1 February 2019, a global asset manager that employs research and long-term planning to analyse risk/return profiles across all asset classes. He was previously Head of Macroeconomic Research (since October 2016) and Senior International Economist in the Research & Investment Strategy team.
GRI Club is hosting specialised and tailored discussions on subsectors including light industrial, logistics, offices and residential for the most senior players in the real estate. GRI Offices 2019 and GRI Residential Europe 2019 take place on 19-20 and 26-27 in London, respectively.
Article by Matt Harris