The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
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.
The backdrop for Japanese listed property stocks looks supportive for a revival in the asset class.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.
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.
Discussion on WeWork’s recent bankruptcy from a technology and real estate perspective.
Justifications for a cautious view on the San Francisco office market.