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Lipper Alpha Insight - Fund Manager Chat


Jan 24, 2018

According to Thomson Reuters Lipper data, the U.K.'s real estate sector suffered nearly £3 billion of outflows in May 2016 (See Figure 1. below). A number of high profile commercial property funds have undergone revaluations and suspensions as the uncertainty following the British EU referendum "Brexit" result on June 24, 2016 continues.

In this podcast, Phil Clark discusses some of the key issues driving concerns about the sector but is keen to put things into perspective.He paints a reasonably sanguine medium term outlook for property and believes that much recent investor reaction is not justified.

He is talking with Jake Moeller, Head of UK and Ireland Research at Thomson Reuters Lipper on July 14, 2016.