The Fed’s rate cut decision may provide investors who have been on the fence about investing in property equities reasons to reconsider.
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Multiple factors support an increasing confidence in the prospects for listed European property stocks for the remainder of 2024 and beyond.
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
The backdrop for Japanese listed property stocks looks supportive for a revival in the asset class.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
The current attractive relative valuation opportunity and merits of residential REITs.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
With European real estate values expected to bottom in 2024 and listed REITs discounting an overly pessimistic scenario, there is an opportunity to re-engage with the asset class.