In this video recorded with, Guy Barnard, Co-Head of Global Property Equities, provides an update on the asset class, discusses where his team believes the most attractive investment opportunities lie and shares his current outlook for property equities.

Key takeaways:

  • Recent macroeconomic uncertainty is providing a positive backdrop for income-producing global property equities
  • Market performance is not uniform with different cities, countries and parts of the property market at different stages of their cycles, creating opportunities for active investors
  • Longer-term structural changes are impacting real estate, providing tailwinds in areas of the market such as logistics, which continues to benefit from the growth of e-commerce

*Global Property Equities team - assets under management (AuM) US$1.6bn quoted as at 30 June 2019. Source: Janus Henderson Investors.

This video was recorded on 18 September 2019 and reproduced with permission from

Unless otherwise indicated, the source for all data is Janus Henderson Investors as of the publishing date of this video.

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Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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Anything non-factual in nature is an opinion of the author(s), and opinions are meant as an illustration of broader themes, are not an indication of trading intent, and are subject to change at any time due to changes in market or economic conditions. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely, nor are there any warranties with regard to the results obtained from its us.