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.
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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.
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.
How the office sector could evolve as social distancing continues and employees consider the pros and cons of working from home.
How COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective.
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.
An update on real estate markets and the investment implications of the coronavirus as the pandemic spreads across the globe.
Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.
In an evolving real estate landscape, we believe investors should look beyond the core property categories of retail and office.
Guy Barnard and Tim Gibson discuss key opportunities and risks for investors in global property equities in 2020.
In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.
With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.