Apart from relative valuations, there are other key reasons to favour public over private REITs for forward-looking investors.
Public REITs for long-term property exposure
Emerging market equities: India on the ascendency
India’s favorable demographics, pro-growth policies, and innovative companies contribute to the country being among the most promising future sources of excess returns within EM equities.
Alexis Lavergne, CFA
Alexis Lavergne is a fixed income Investment Specialist at Janus Henderson Investors, a position he has held since 2023. In this role, he is responsible for articulating Janus Henderson’s view on fixed income markets, the macroeconomic environment, and representing the firm’s suite of fixed income products. Prior to joining the firm, Alexis was a client
Andrew Cox, CFA
Andrew Cox is an equity Investment Specialist at Janus Henderson Investors, a position he has held since 2023. In this role, he is responsible for articulating Janus Henderson’s view on equity markets, the macroeconomic environment, and representing the firm’s suite of equity products. Prior to joining the firm, Andrew held consultancy roles and before that
Flip flop: What MBS investors can learn from Zillow’s failed house-flipping business
How Zillow’s failed house-flipping business demonstrates the value of active management in MBS investing.
Christian Colantuoni
Kirk Leslie
Craig Dehner
Rocco Scanniello
Max Barnett
