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
Global real estate: perception is not reality
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities and why an active, selective approach could be the most rewarding.
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
The Global Property Equities Team highlights 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.
Office isn’t the next retail
The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?
Residential real estate: stay home, stay safe
Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team discuss how COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective and the longer-term investment case for the sector.
Are dividends risky business? REITs can offer some sustainability
Pressure to offer rent deferrals during COVID-19 lockdowns could put dividends paid by real estate investment trusts (REITs) at risk. However, it is becoming increasingly evident that some property sectors may be better able to weather the crisis, according to Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team.
Coronavirus and global real estate – a review of Q1 2020
In this video Guy Barnard, Co-Head of Global Property Equities, discusses how the team has been operating amid the coronavirus lockdown, the effects on the market so far, and explains why no significant portfolio changes have been warranted.
Global property: keep calm and invest for the long term
Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team provide an update on real estate markets and the implications of the coronavirus on the team’s investment decisions as the pandemic spreads across the globe.
Essentials: the Pan European Property Equities Strategy
Guy Barnard, Co-Head of Global Property Equities, and Nicolas Scherf, portfolio manager, provide an introduction to the Pan European Property Equities Strategy, the benefits of investing in listed real estate and why the team believes their approach is unique.
Covid-19: assessing the impact on property markets
Xin Yan Low, Guy Barnard and Tim Gibson from the Global Property Equities Team, discuss the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.
Investing in real estate: Spotify or cassette tape?
Guy Barnard and Greg Kuhl from the Global Property Equities Team, highlight the increasing importance of ‘non-core’ property sectors within an evolving real estate landscape.
20/20 vision: the outlook for global property equities
Guy Barnard and Tim Gibson, Co-Heads of Janus Henderson’s Global Property Equities Team,
review the sector’s performance over the year and discuss the key opportunities and risks for investors in 2020.