Market Monitor – 26 April 2024
Decarbonising Steel: redefining the value chain and the role of iron ore miners
UK Real Estate: Talking Points April 2024
Listed real estate equity
The managers believe that the price of real estate securities may not always reflect the true underlying value of the assets. The physical real estate markets remain private with all transactions ‘over-the-counter’, thus limiting liquidity and transparency. This results in moments when individual listed real estate stocks are either over or under-valued relative to the wider market or their peers and consequently there are opportunities to generate outperformance.
Capabilities
Global, US and European REIT strategies, available in Long Only or Extended Alpha, closed ended or daily dealing, and segregated account structures
Hybrid strategy (direct real estate + REIT exposure), liquid daily dealing format
Market neutral strategy
Insights
UK Real Estate: Talking Points April 2024
2024 Global Real Estate Outlook
The resurgence of Europe’s luxury high streets is gathering momentum
Real Estate: Preserving Value
Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
UK Real Estate: how to follow a record 2021?
UK real estate embraces carbon neutrality
Committing to zero carbon real estate
Is the bond broken?
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For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). For marketing purposes. The above information is intended for informational purposes only and should not be considered representative of any particular investment. This should not be considered an offer or solicitation to buy or sell any securities or other financial instruments, or to provide investment advice or services.
In Singapore: Issued by Threadneedle Investments Singapore (Pte.) Limited, 3 Killiney Road, #07-07, Winsland House 1, Singapore 239519, which is regulated in Singapore by the Monetary Authority of Singapore under the Securities and Futures Act (Chapter 289). Registration number: 201101559W. This advertisement has not been reviewed by the Monetary Authority of Singapore.
Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.