In the video interview, Gibson says that surprisingly, property has outperformed on an absolute and relative basis when interest rates are raised. He also notes that Asia has “lots of value” across the board in terms of property investments compared to developed markets and reveals that the latest change to his portfolio concerns ecommerce.
Event sponsor video content: Henderson Global Investors
Tim Gibson, co-head of global property equities, answers three quick questions on property investment on the sidelines of the FSA Investment Forum in Kuala Lumpur.
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FSA SPY
The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
