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 continued to rise in the September quarter. The FTSE EPRA/NAREIT Global Developed Index (USD) registered a gain of 1.5%.
  • We still think the stock is capable of delivering above-average earnings growth over the next two years, and believe that its recent decline represents an attractive entry point.
  • We remain sharply focused on required real estate returns, and on the preservation and growth of invested capital.


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