Posted inForum Q&A

Janus Henderson on global real estate

Ecommerce is driving the need for warehouses, which are becoming the new shops of the world, says associate portfolio manager Xin Yan Low.

The Janus Henderson presentation at the recent FSA Morning Investment Briefing in Manila was on “Global real estate: Keeping it real – selectivity is the key”.

In the video, associate portfolio manager Xin Yan Low explains where she sees new opportunities, what she is avoiding and the biggest risk to the sector.

Part of the Mark Allen Group.