Upcoming Events
REFLECTIONS AND OUTLOOK FOR THE EUROPEAN REAL ESTATE SECTOR
Halkin is very pleased to welcome veteran property analyst Alan Carter, managing director and salesman at Stifel Nicolaus Europe Ltd.
His remarks will encompass a summary of the evolution of quoted UK property companies, how asset allocation to the sector has developed, the role of private equity, corporate activity and where capital is currently being deployed.
Alan has a long and distinguished career as a sell-side property analyst and salesman, including spells at James Capel, BZW/Credit Suisse, Citigroup and Investec. He is currently working part-time as a managing director at Stifel Financial Corp., which he joined in 2014.
He has often been top-rated in analyst surveys and almost always top 3; he is noted for big sector buy/sell calls.
Alan writes a column for The Property Chronicle. Here is an extract from his Spring 2025 contribution:
“What is attracting investment is not the traditional asset classes of offices, retail and sheds, in all their guises, rather it is the emerging “alternative” asset classes, ranging through healthcare, data centres, BTR (build-to-rent), life sciences, student housing and energy infrastructure.”
Past Events
CENTRAL BANK INDEPENDENCE 30 YEARS ON: TIME FOR A REASSESSMENT?
We are delighted to welcome John Nugée, of Laburnum Consulting.
John is an independent commentator on financial, economic and political issues, with an extensive background in the official sector. He recently retired from the position of lecturer at St Mary’s University, Twickenham in their politics faculty, and he writes regularly for the financial press.
The major part of his career was spent at the Bank of England where his last post was as Chief Manager of the Reserves. He also worked at the Hong Kong Monetary Authority, where he was Executive Director in charge of Reserves Management, and acted as a UK director at the European Investment Bank and European Investment Fund and a technical expert on markets at the European Commission.
From 2000 to 2013 he worked at State Street Global Advisors (SSgA), the asset management division of State Street Corporation, latterly as Senior Managing Director. He founded and ran SSgA’s Official Institutions Group, responsible for overseeing the firm’s interaction with its official sector clients.
FISCAL SPACE AND PRO-GROWTH REFORMS: IS GERMANY GETTING ITS ACT TOGETHER
Dr Holger Schmieding is Chief Economist at Berenberg Bank in London. Before joining Berenberg in October 2010, Holger worked as Chief Economist Europe at Merrill Lynch, Bank of America and Bank of America-Merrill Lynch in London. He studied economics in Munich, London and Kiel, and holds a doctorate from the University of Kiel. Prior to this, he also worked as a journalist at Westfälische Nachrichten in Germany, as head of a research group on east-central Europe at the Kiel Institute of World Economics and as a desk economist at the International Monetary Fund in Washington, DC.
INVESTMENT IMPLICATIONS OF THE NEW GEOPOLITICAL LANDSCAPE
Malcolm Tulloch, founder and chief strategist of Tulloch Research will speak on Investment Implications of the New Geopolitical Landscape.
Malcolm founded Tulloch Research in 1985, after graduating with a Masters in International Finance from the London School of Economics. Over the past 30 years, he has advised hedge funds and family offices all over the world.
Manhattan-based Tulloch Research forecasts financial markets using a combination of fundamental analysis, market dynamics and predictive algorithms. Malcolm takes a multi-disciplinary approach to forecasting that embraces mathematics, Austrian and Keynesian economics, Braudelian history and psychology. Braudelian history, championed by Fernand Braudel, emphasises a holistic, long-term perspective on history, moving beyond traditional narratives focused on individual events and “great men”, to examine the broader structures, geographies, and the economic forces shaping civilisations.
He offers Intuitive Insights that bring understanding of the forces that drive events and highlight key opportunities for investors.