For Financial Professionals in the US

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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.

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Introducing the REITs 3.0 Flywheel
Quick Views Property Equities

Introducing the REITs 3.0 Flywheel

Explaining the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth could generate value for investors.

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
Quick Views Property Equities

Investing in the Future with REITs 3.0

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.

Global Perspectives: The Case for REITs in the Economic Recovery

Global Perspectives: The Case for REITs in the Economic Recovery

Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.

REITs: Potential for Innovation and Growth

REITs: Potential for Innovation and Growth

How REITs fared through the pandemic and how they are positioned as economies reopen.

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”

A discussion of the impact of rising inflation and interest rate expectations on listed real estate.

Right Here, Right Now: Growth Opportunities in Real Estate

Right Here, Right Now: Growth Opportunities in Real Estate

Assessing opportunities created by the “reopening rotation” trade in REITs.

Real Estate Bubbles? Chance Would Be a Fine Thing….
Quick Views Property Equities

Real Estate Bubbles? Chance Would Be a Fine Thing….

Real estate shares have been out of favor in recent years, and there are indications that listed property is currently undervalued.

Global Real Estate: Perception Is Not Reality

Global Real Estate: Perception Is Not Reality

Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities.