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REITs revisited in 2020 – the listed real estate alternative
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REITs revisited in 2020 – the listed real estate alternative

Real Estate Investment Trusts (REITs) are liquid equities which are listed on stock exchanges with underlying investments in real estate assets across most property types including apartment buildings, office buildings, mobile towers, data centres, hotels, medical facilities, retail centres, self-storage and industrial / logistics facilities.

6 Minute Read
US Elections Outcomes -Some Implications
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US Elections Outcomes -Some Implications

In this brief Note, we consider the implications of this outcome on policy, the US economy and society, trade and foreign policy, and for investors.

8 Minute Read
JANA 2020 Conference session 2: Can Australian equities transition to a high growth market?
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JANA 2020 Conference session 2: Can Australian equities transition to a high growth market?

Over the past decade, Australian equities have produced high dividends, but returns have lagged the US market. In this session, three leading Australian equity managers will consider if this will remain the case, or whether changes in the dominant sectors such as banking, mining and retailing and the increasing representation of ‘new’ industries will see a transition to a higher growth market.

JANA 2020 Pre-conference session 2: Harnessing growth from the transition to new economic and social dynamics
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JANA 2020 Pre-conference session 2: Harnessing growth from the transition to new economic and social dynamics

The coronavirus pandemic has accelerated the already rapid transitions taking place in the global economy and society, creating strong growth opportunities. David Eiswert of T. Rowe Price will provide his insights on how to harness this growth, by identifying these changes/ trends and the companies best placed to benefit, while also managing the risks, including assessing the valuations of these stocks.

5 Minute Read