The Fed’s rate cut decision may provide investors who have been on the fence about investing in property equities reasons to reconsider.
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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.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
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.