ISA Briefing: Elections everywhere, all at once: Geopolitics and risk

Roughly 60% of the world’s population lives in countries facing
major elections in 2024, markets representing 65% of the
institutional investable real estate universe.1 Elections
are, of course, the cornerstone of the democratic process, which
in turn underpins the appeal of the most transparent, investable
markets; that said, elections come with the possibility of policy
changes that may impact returns. Today’s geopolitical risks,
whether they be this continuing election super-cycle
(see LaSalle Macro Quarterly, or LMQ, page 4), or the
various ongoing conflicts and trade disruptions, prompt important
questions about how to manage investment risks related to these
themes.





Contributors:


Brian Klinksiek


Global Head of Research and Strategy


Zuhaib Butt


Head of Investment Risk Strategy and Management