For investors in Hong Kong
Navigating Coronavirus Uncertainty
Perspectives from our investment teams on the market impact and key considerations for investors
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
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
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Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Portfolio managers Greg Kuhl and Danny Greenberger examine the competitive advantages afforded by scale in the REITs sector.
Explaining the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth could generate value for investors.
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.
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.
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.
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.
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.
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.