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INSIGHTS

Global Perspectives

Global Dividend Index

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

Corporate Debt Index

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

Decarbonisation in EM Index

Perspectives on decarbonisation challenges facing Asia, with examples from China, India and the Republic of Korea.

Corporate Debt Index

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

Latest Insights

REITs 3.0: let’s talk about scale

REITs 3.0: let’s talk about scale

Portfolio managers Greg Kuhl and Danny Greenberger examine the competitive advantages afforded by scale in the REITs sector.

Global property equities: evolving for the better into 2022 and beyond

Global property equities: evolving for the better into 2022 and beyond

The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.

Introducing the REITs 3.0 flywheel

Introducing the REITs 3.0 flywheel

Global Property Equities portfolio manager Greg Kuhl discusses the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth can generate value for investors.

Supply chain crisis fuels insatiable demand for warehouses

Supply chain crisis fuels insatiable demand for warehouses

The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.

Investing in the future with REITs 3.0

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.

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.