For Institutional Investors in the US
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
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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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.
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.
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.
Would be better if we can have a separate category for Property equities. If not, then Specialty Equities is second choice.
In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.