This quarterly review provides market insights, strategy activity, market outlook and portfolio positioning for the Global Property Securities strategy. Learn more.

Key Highlights 


  • Global property securities declined in the December quarter.
  • While property securities tend to underperform general equity markets in rising rate environments, they could still generate positive returns for investors.
  • We remain concerned about Continental Europe, where supportive central bank measures have raised property security valuations but have so far not translated to materially higher economic growth rates.



    Please click "Download PDF" for full article.