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Multi-Asset Update: It’s Complicated
Considering the short-term market outlook as governments and central banks struggle to deal with a more complex tangle of macro influences.
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An overview of how real estate investment trusts (REITs) have evolved from their start 60 years ago to being an asset class that’s relevant today and beyond.
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.
How REITs fared through the pandemic and how they are positioned as economies reopen.
A discussion of the impact of rising inflation and interest rate expectations on listed real estate.
Assessing opportunities created by the “reopening rotation” trade in REITs.
Real estate shares have been out of favor in recent years, and there are indications that listed property is currently undervalued.
Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities.
In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.