There are 14 item(s) tagged with the keyword "property".
Displaying: 1 - 10 of 14
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.
Portfolio Managers Guy Barnard & Greg Kuhl highlight how the shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
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, says Guy Barnard, Co-Head of Global Property Equities.
Despite the uncertainty, Portfolio Manager Greg Kuhl argues there are grounds for optimism given important differences between public and private commercial real estate.
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains why the UK commercial property investment team feel vindicated in moving early to diversify the portfolio away from traditional areas of the retail market.
The demand for environmental, social and governance (ESG) strategies in real estate continues to grow. Investors are becoming increasingly focused on responsible practices and how these are integrated into funds.
It’s no secret that UK retailers have struggled in 2018. The pressures faced by those at the sharp end of competition from online shopping and changing tastes, often combined with their own challenges, have been well documented.
In this short video Co-fund manager Justin Upton showcases one of the assets held within the M&G Property Portfolio, the R+ building in Reading. The asset, which was acquired in 2014 has been completely re-developed and is regarded as a best-in-class asset. Justin discusses the benefits of investing outside of London, the intention behind the investment and the success of the project for both the investor and the fund.
In this short video Co-fund manager Justin Upton showcases one of the assets held within the M&G Property Portfolio, the R+ building in Reading. The asset, which was acquired in 2014 has been completely re-developed and is regarded as a best-in-class asset. Justin discusses the benefits of investing outside of London, the intention behind the investment and the success of the project for both the investor and the fund.
The European economy continues to grow above trend rates, but investors should be wary of rising bond yields and rapid development in some markets, says Vivienne Bolla.
Displaying: 1 - 10 of 14