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.
LATEST INSIGHTS
Subscribe for relevant insights delivered straight to your inbox
Global Real Estate: Perception Is Not Reality
Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities.
Global real estate – coming to the end of the abnormal?
Would be better if we can have a separate category for Property equities. If not, then Specialty Equities is second choice.
ESG in COVID Times: Doing the REIT Thing
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.
Why Office Is Not the Next Retail
How the office sector could evolve as social distancing continues and employees consider the pros and cons of working from home.
Residential Real Estate: Stay Home, Stay Safe
How COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective.
Risky Business? The Sustainability of REIT Dividends
Real estate investment trusts (REITs) able to collect deferred rent – or that have few rent deferrals in the first place – may be less likely to cut dividends during the crisis.
Global Property: Keep Calm and Invest for the Long Term
An update on real estate markets and the investment implications of the coronavirus as the pandemic spreads across the globe.
COVID-19: Assessing the Impact on Property Markets
Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.
Looking Beyond Real Estate’s “Core”
In an evolving real estate landscape, we believe investors should look beyond the core property categories of retail and office.
Market GPS: The Outlook for Global Property Equities
Guy Barnard and Tim Gibson discuss key opportunities and risks for investors in global property equities in 2020.
Three Reasons Investors Should Consider Global REITs
In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.
Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate
With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.