For qualified investors in Switzerland

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

Global Dividend Index

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

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.

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

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’

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

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.

Real estate bubbles? Chance would be a fine thing…

Real estate bubbles? Chance would be a fine thing…

Real estate shares have been out of favour in recent years, and there are indications that listed property is currently undervalued. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl assess the indicators and explore the associated risks and opportunities.

Global real estate: perception is not reality

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.

Global real estate – coming to the end of the abnormal?

Global real estate – coming to the end of the abnormal?

Global real estate equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl address misperceptions investors may have about real estate post-COVID-19, and explain why the team believes it remains an attractive and relevant asset class.

ESG in COVID times: doing the REIT thing

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.

The office: still relevant

The office: still relevant

In this video, Tim Gibson, Co-head of Global Property Equities shares his views on ‘the new normal’ practice of working from home as well as how offices will need to adapt to suit the changing work environment.

Office isn’t the next retail

Office isn’t the next retail

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

Residential real estate: stay home, stay safe

Residential real estate: stay home, stay safe

Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team discuss how COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective and the longer-term investment case for the sector.

Are dividends risky business? REITs can offer some sustainability

Are dividends risky business? REITs can offer some sustainability

Pressure to offer rent deferrals during COVID-19 lockdowns could put dividends paid by real estate investment trusts (REITs) at risk. However, it is becoming increasingly evident that some property sectors may be better able to weather the crisis, according to Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team.

Coronavirus and global real estate – a review of Q1 2020

Coronavirus and global real estate – a review of Q1 2020

In this video Guy Barnard, Co-Head of Global Property Equities, discusses how the team has been operating amid the coronavirus lockdown, the effects on the market so far, and explains why no significant portfolio changes have been warranted.