For individual investors in Ireland

Global Perspectives

Equity Perspectives

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.

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.

Latest Insights

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.

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.

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.

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.

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.