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MARKET GPS
2022 INVESTMENT OUTLOOK

How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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Investing in the future with REITs 3.0

October 2021

Investment Viewpoints Property Equities

Investing in the future with REITs 3.0

Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.

Location, location, location: considerations for a ‘listed’ approach to commercial real estate

June 2021

Global Perspectives Property Equities

Location, location, location: considerations for a ‘listed’ approach to commercial real estate

Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.

Inflation and property equities – time to get ‘real’

May 2021

Global Perspectives Investment Viewpoints Interest rates Property Equities

Inflation and property equities – time to get ‘real’

Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.

Right here, right now: growth opportunities in real estate

March 2021

Global Perspectives Investment Viewpoints Property Equities

Right here, right now: growth opportunities in real estate

Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.

How will Asian property stocks fare in 2021?

January 2021

Global Perspectives Investment Outlooks Property Equities

How will Asian property stocks fare in 2021?

Portfolio managers Tim Gibson and Xin Yan Low review what has been a tumultuous year for listed property and discuss the risks and opportunities in the year ahead.

Global real estate: perception is not reality

December 2020

Global Perspectives Investment Outlooks Property Equities

Global real estate: perception is not reality

Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities and why an active, selective approach could be the most rewarding.

ESG in COVID times: doing the REIT thing

August 2020

Investment Viewpoints Coronavirus Environmental Social Governance (ESG) Property Equities

ESG in COVID times: doing the REIT thing

The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.

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