By Guy Barnard, CFA and Tim Gibson
"Real Matters" provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss the recent performance of REITs and the diversification benefits they can provide.
The answer, predominantly, is: "Better than all the rest!"
Since the end of September 2018, global real estate investment trusts (REITs) are up 3.2%, versus the MSCI World Equities Index's fall of 8.5%1.
But where do we go from here, and what role can listed real estate