Video

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.

ASX interview with Sonia Luton, Managing Director at Resolution Capital, discussing the global listed real estate market.

Julian Campbell-Wood and Marco Colantonio discuss the outlook for Global REITs and the performance of the sector in Q3 2022.

Mark Jones discusses the performance of Global Listed Infrastrcuture, how the sector may be a beneficiary from the current and ongoing energy transition.

Resolution Capital’s CIO, Andrew Parsons shares Global REIT insights and fundamentals for Listed Property investing.