Global Property Equities: Navigating the year ahead with durable income streams
2022 offered very few hiding places and property equities were no exception. In fact, listed real estate fared worse than most. Has this created an attractive entry point relative to historical valuations? Dependable income streams, paired with vastly improved debt structuring in the years post the Global Financial Crisis, may position REITs as favourable options in a period of cyclical weakness. Guy Barnard, Co-Head of Janus Henderson’s Global Property Equities team discusses these attributes and which areas of the market are best placed to continue to deliver earnings and dividend growth, even as economies slow.
- Guy Barnard CFA Co-Head of Global Property Equities - Janus Henderson Investors
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