Examining the competitive advantages afforded by scale in the real estate investment trusts (REITs) sector.
REITs 3.0: Let’s Talk About Scale
10 Minutes with Mike Kerley
In this video, Mike Kerley, Co-Fund Manager of Henderson Far East Income (HFEL), discusses how current investment themes may be moving in HFEL’s favour, with Asia Pacific dividend yield ‘as cheap as it has ever been’. Please click the link to watch.
Closer to normal? The outlook for small-cap growth equities
Can small-cap growth equities return to “smart growth” in 2022?
ESG 101: why should you care? Client support for today and the future
Why financial professionals should care about ESG and how various styles of ESG investing can be used to suit different client needs.
Shifting markets spur a re-emergence of value
As market dynamics shift, investors have begun to appreciate fundamentals again.
The Investment Multiverse
Cross-asset correlations are changing, but how significant is this for investors?
High yield in a rising rate environment
Brent Olson and Tom Ross, corporate credit portfolio managers on our Global High Yield platform, explore how factors affecting credit risk in high yield might help balance upward pressure on interest rate risk.
From defence to offence in biotech
Why the beaten-down biotechnology sector may be worth another look.
Strategic Fixed Income: Central banks in 2022 – making long bonds great again
Co-Head of Strategic Fixed Income Jenna Barnard outlines how the team’s cyclical process for managing bond exposures is signalling a collapse in US government bond yields around springtime.
REITs 3.0: let’s talk about scale
Portfolio managers Greg Kuhl and Danny Greenberger examine the competitive advantages afforded by scale in the REITs sector.