Key considerations for property equities investors amid the current market turmoil.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Residential REITs can offer attractive growth opportunities across a range of ‘living’ sub-sectors.
An update on the listed real estate sector amid market uncertainty.
The former Kai Tak airport redevelopment project reflects Hong Kong’s still weak residential sector.
Investment team's personal insights on being long-term investors in the listed real estate space.
Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
The Fed’s rate cut decision may provide investors who have been on the fence about investing in property equities reasons to reconsider.
Why listed real estate could make for a winning campaign now.
Multiple factors support an increasing confidence in the prospects for listed European property stocks for the remainder of 2024 and beyond.
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.