Video

Global Listed Infrastructure Portfolio Manager, Mark Jones discusses the recent performance of the Global Listed Infrastructure market and the major themes observed in 2023 and what they anticipate lies ahead for the upcoming reporting season.

Global Portfolio Manager, Julian Campbell-Wood discusses the rebound in the Global REIT market through the fourth quarter of 2023 and the outlook for the sector in 2024.

Global Portfolio Managers, Marco Colantonio and Julian Campbell-Wood discuss the state of the Global REIT sector in Q3 2023 and Resolution Capital's portfolio positioning.

GLI Portfolio Managers, Jan De Vos and Sarah Lau provide an update on the Global Listed Infrastructure sector.

Global Portfolio Managers, Marco Colantonio and Julian Campbell-Wood provide their top insights into the global listed property market, the major themes observed in Q2 2023, and how they are positioning the portfolio.

A presentation from Andrew Parsons at the 2023 Morningstar Investment Conference.

Our Q1 2023 update features Global Portfolio Managers Marco Colantonio and Julian Campbell-Wood, along with Managing Director, Sonia Luton.

Julian Campbell-Wood provides his perspectives on REIT returns, the discount and disconnect in private market values, and the portfolio positioning and outlook for 2023.

Andrew Parsons and Marco Colantonio discuss their views on what worked and didn’t work in 2022 and their outlook for 2023.