Primer: Segro PLC (SGRO LN) - Nov 2025
SEGRO is a leading UK-based Real Estate Investment Trust (REIT) specializing in the ownership, management, and development of modern warehouses...
191 Views
UK Real Estate Sector Hots Up
Record number of UK funds now exposed to Real Estate sector as SEGRO, Land Securities, and Berkeley Group Holdings emerge as top exposures among...
336 Views
Global Equity Strategy: Mixed Market Environment Continues As Yields Break Down
The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections and 10-year yields in the US and Germany are...
302 Views
Global Equity Strategy: Opportunities In Real Estate and Health Care
The weight of the evidence continues to support our mixed, but overall constructive outlook. We outline the basis for our outlook and also...
272 Views
EM Equities At New Highs Despite Some Caution Signs
We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying...
502 Views