Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2025 investor letter. A copy of the letter is available to download here. In 2025, uncertainty and distortion shaped the market. The letter highlights the need for patient, quality-focused investing. The firm believes its portfolio is well-positioned for future success, as current trends driving underperformance will ultimately lead to better results. The research indicates that sectors in A ...

Innovation is spreading across an ever-wider range of cities globally, intensifying competition for premium real estate Accessibility StatementSkip Navigation JLL report reveals a critical shortage of investment-grade properties as innovation disperses across markets CHICAGO, March 31, 2026 /PRNewswire/ -- Innovation is playing out across a more diverse global map than ever before, but a critical shortage of premium, investment-grade real estate is creating a new competitive frontier where quality of pl ...

Core Insights - JLL has introduced the "Accelerate 2030" strategy aimed at enhancing competitive positioning and driving shareholder value through various market cycles [1] - The company announced a $2.2 billion share repurchase authorization program, increasing the total to $3 billion, and plans to initiate a $200 million accelerated share repurchase [1] Financial Targets - JLL has set long-term financial targets of 8% annual revenue growth, 12% annual adjusted EBITDA growth, and 16% annual adjusted EPS growth on average through the cycle [1] - The financial strategy reflects confidence in JLL's growth trajectory and its ability to enhance margins and generate cash [1] Strategic Focus - The "Accelerate 2030" strategy leverages JLL's proprietary data, unified platform, industry intelligence, and AI capabilities to strengthen client relationships and invest in strategic opportunities [1] - The company emphasizes its resilient platform, strong balance sheet, and disciplined capital allocation strategy to capitalize on growth opportunities [1] Company Overview - JLL reported annual revenue of $26.1 billion and operates in over 80 countries with a workforce exceeding 113,000 as of December 31, 2025 [1] - The company has a long-standing reputation in the commercial real estate services and investment management sector, serving a diverse range of industries and property types [1]