Market GPS
Investment outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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 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.
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 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?
Guy Barnard, Co-Head of Global Property Equities, and Nicolas Scherf, portfolio manager, provide an introduction to the Pan European Property Equities Strategy, the benefits of investing in listed real estate and why the team believes their approach is unique.
Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.