Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
The current attractive relative valuation opportunity and merits of residential REITs.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
With European real estate values expected to bottom in 2024 and listed REITs discounting an overly pessimistic scenario, there is an opportunity to re-engage with the asset class.
Why public REITs are poised for better times as central banks end the rate hiking cycle.
A review of how listed property has fared and why 2024 may be a more favourable backdrop for the sector.
Guy Barnard explains why the outlook for 2024 is looking more constructive for the public REITs sector.
Discussion on WeWork’s recent bankruptcy from a technology and real estate perspective.
Justifications for a cautious view on the San Francisco office market.
Apart from relative valuations, there are other key reasons to favour public over private REITs for forward-looking investors.