Earlier this month, real estate was separated from financials and given its own Global Industry Classification Standard (GICS) sector category. Thomas Bohjalian, portfolio manager at REIT specialist Cohen & Steer explains in Investment Europe that ‘this change could have a far-reaching impact’ as GICS are often used as a framework for portfolio planning and analysis.
In Investment Week, Brendan Gulston, manager of the LF Gresham House UK Multi Cap Income Fund, and Tony Yarrow, manager of the TB Wise Multi-Asset Income Fund, discuss “tentative signs of a...
“Now is the time to focus on high-quality promising businesses, which have the capacity to grow and pay dividends in the future.” In FE Trustnet, Ken Wotton, investment manager of...
In Citywire Selector, AAA-rated Rogier Quirijns, head of European real estate at Cohen & Steers and Nathan Sheets, chief economist at PGIM Fixed Income, discuss positioning and whether there...
