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Brighter days ahead for listed property

Guy Barnard, Co-Head Global Property Equities and Matthew Bullock, EMEA Head of Portfolio Construction & Strategy, as they discuss these attributes and which subsectors are best positioned to continue to deliver earnings and dividend growth, even as economies slow.

WEBCAST: Brighter days ahead for listed property

Guy Barnard, CFA

Guy Barnard, CFA

Co-Head of Global Property Equities | Portfolio Manager


Matthew Bullock

Matthew Bullock

EMEA Head of Portfolio Construction and Strategy


9 Mar 2023
48 minute watch

Whilst the direct real estate market will likely continue in a phase of price discovery in 2023, the listed property sector remains one step ahead. Can the sector’s improved performance continue? We believe it can. Dependable income streams, coupled with vastly improved debt structuring in the years post the Global Financial Crisis and undemanding valuations, may position property equities as favourable portfolio solutions in a period of cyclical weakness.

Guy Barnard, Co-Head Global Property Equities and Matthew Bullock, EMEA Head of Portfolio Construction & Strategy, as they discuss these attributes and which subsectors are best positioned to continue to deliver earnings and dividend growth, even as economies slow.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.

 

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

The information in this article does not qualify as an investment recommendation.

 

Marketing Communication.

 

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Guy Barnard, CFA

Guy Barnard, CFA

Co-Head of Global Property Equities | Portfolio Manager


Matthew Bullock

Matthew Bullock

EMEA Head of Portfolio Construction and Strategy


9 Mar 2023
48 minute watch