Gatekeeper Pulse® - Risk Readiness at the Fore
Uncertainty fosters demand for risk-minded managers and volatility-dampening strategies.
This quarter, trade policy uncertainty and recession fears loom large-but not all sectors are equally exposed. REITs offer a measure of insulation, with identified cashflows, index-linked contractual leases and a reliance on domestic demand and supply dynamics.
While markets fixate on macro noise, we continue to focus on defensive demand characteristics, such as through digitalization and demographics. We’re also expecting M&A activity to ramp up on the horizon. Watch now or read the latest highlights to find out what matters most and what opportunities PGIM Real Estate’s Head of Global Real Estate Securities, Rick Romano, sees in the global REITs market.
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References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities. The securities referenced may or may not be held in the portfolio at the time of publication and, if such securities are held, no representation is being made that such securities will continue to be held.
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