Market Update 24 January 2020
Economist - Investment Strategy & Dynamic Markets Sydney Australia
Market Update 17 January 2020
Economist - Investment Strategy & Dynamic Markets Sydney Australia
We believe that quality and sustainability are long-term drivers of outperformance
Our investment philosophy is built around an assumption that quality is a long-term driver of outperformance. We believe that by focusing on investing in businesses with better-than-average quality characteristics, we increase our chances of outperforming over the market cycle. We integrate local experience onto a global scale in-order to gain deep insights into changing market conditions and focus on a holistic view of sustainability, including ESG.
- $6.3 Billion* Listed Real Estate assets under management (AUD)
- 4 Continents Experience around the globe
- 14 Investment Professionals Over 183 years of combined investment experience
- 13 strategies Within listed real estate
Why global listed real estate?
Listed real estate provides most of the benefits of direct real estate investment, with the added benefit of liquidity. Listed real estate can be traded on a stock exchange, and can provide investors with exposure to commercial, retail or industrial property assets.
Being a defensive asset class with yield, backed by visible, contractual and sustainable earnings, global listed real estate is positioned well for uncertainty.
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Defensive Attributes
Backed by visible, contractual and sustainable earnings to be well positioned for uncertain times.
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A sustainable business model
With quality assets that we believe will outperform over the long-term, our investment process assesses and captures a holistic view of sustainability, including ESG.
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Truly Global Approach
Secondary coverage encouraging peer review, cross-pollination of ideas, and depth of insight.
Risks specific to real estate investments
Risks specific to real estate investments include the risks of investing in share markets, property and international markets. In addition, the risks associated with interest rates, gearing and the cost of debt, derivatives, investment management, co-ownership of assets, fluctuations in rental income, rental demand and fund termination risks.
meet the listed Real estate team
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James Maydew
BSc (Hons), MRICS
Head of Global Listed Real Estate
Sydney, Australia
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Mark Ferguson
BEc, MBus (Banking & Finance), GradDipFP, FINSIA
Head of Australian Listed Real Estate
Sydney, Australia
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Matthew Hodgkins
BA (Hons)
Head of Americas Listed Real Estate
Chicago, United States
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Ryan Watson
BAppFIn
Head of European Listed Real Estate
London, United Kingdom
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Jessica Koh
BPropEc (Hons)
Head of Asian Listed Real Estate
Hong Kong
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Jamie O’Donnell
Portfolio Manager / Analyst
Chicago, United States
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Joseph Pavnica
BSc (Accounting), MBA
Portfolio Manager / Analyst
Chicago, United States
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Dominic Cappellania
Portfolio Manager / Analyst
Chicago, United States
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James Holiday-Smith
Portfolio Manager / Analyst
Chicago, United States
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Simon Lui
BCom, SIA
Portfolio Manager / Analyst
Hong Kong
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Peter Yu
BSc (Hons), MSt, CFA
Portfolio Manager / Analyst
London, United Kingdom
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Oliver Reiff
BSc (Hons)
Portfolio Manager / Analyst
London, United Kingdom
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Hideharu Ichii
Portfolio Manager / Analyst - Global Listed Real Estate
Hong Kong
MORE VIDEOS
Economist - Investment Strategy & Dynamic Markets Sydney Australia
Economist - Investment Strategy & Dynamic Markets Sydney Australia
*As at 31 March 2019
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Important notes
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While every care has been taken in the preparation of this information contained in this website, neither AMP Capital Investors Limited nor any member of the AMP Group make any representation or warranty as to the accuracy or completeness of any statement in it including without limitation, any forecasts. This content has been prepared for the purpose of providing general information only, without taking account of any particular investor’s objectives, financial situation or needs. Investors should, before making any investment decisions, consider the appropriateness of the information on this website, and seek professional advice, having regard to their objectives, financial situation and needs. All information on this website is subject to change without notice. For more information about the content on the site read our terms & conditions