A recent recovery in transactions volumes is fostering optimism for appreciation in listed REITs,
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 Fed’s rate cut decision may provide investors who have been on the fence about investing in property equities reasons to reconsider.
Multiple factors support an increasing confidence in the prospects for listed European property stocks for the remainder of 2024 and beyond.
Matthew Bullock and Lara Castleton from the Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
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.