In this video recorded with e-fundresearch.com, Guy Barnard, Co-Head of Global Property Equities, provides an update on the asset class, discusses where his team believes the most attractive investment opportunities lie and shares his current outlook for property equities.

Key takeaways:

  • Recent macroeconomic uncertainty is providing a positive backdrop for income-producing global property equities
  • Market performance is not uniform with different cities, countries and parts of the property market at different stages of their cycles, creating opportunities for active investors
  • Longer-term structural changes are impacting real estate, providing tailwinds in areas of the market such as logistics, which continues to benefit from the growth of e-commerce

*Global Property Equities team - assets under management (AuM) US$1.6bn quoted as at 30 June 2019. Source: Janus Henderson Investors.

This video was recorded on 18 September 2019 and reproduced with permission from efundresearch.com.

Unless otherwise indicated, the source for all data is Janus Henderson Investors as of the publishing date of this video.