For Institutional Investors in the US

Global Perspectives

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.

Alternative Perspectives

Insight from our alternatives team 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.

LATEST INSIGHTS

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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.

Global real estate – coming to the end of the abnormal?

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

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

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

Residential Real Estate: Stay Home, Stay Safe

How COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective.

REITs The Missing Ingredient for a Holistic Real Estate Allocation

REITs The Missing Ingredient for a Holistic Real Estate Allocation

As a complement to private real estate, REITs can offer investors broader exposure to specialty property sectors that offer great growth opportunity. Learn why our experts encourage institutional investors to reassess REITs as a strategic return-enhancing asset class.

Risky Business? The Sustainability of REIT Dividends

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

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

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.