Market Commentary

In the second quarter of 2024, active managers increased allocations in the digital sectors and health care.

In gambling, “advantage players” use legal techniques and expert knowledge to gain a winning edge over casinos.

When it comes to property sectors, US public equity REITs are "all in" on innovation. By adapting to the changing economic and commercial real estate landscapes, REITs have moved beyond the status quo with ongoing introductions of new property sectors.

Publicly traded REITs are providing transparency around key topics that are important to sustainability-focused investors, including documenting their approaches to risk management and performance reporting.

U.S. REITs raised $16.6 billion from secondary debt and equity offerings in the second quarter of 2024.

The FTSE Nareit All Equity REITs Index returned its strongest monthly performance of the year in July, posting a total return of 7.2% and outperforming broader markets.

The FTSE Nareit All Equity REITs Index built on the standout performance of May, with a gain of 2.2% in June.

The FTSE Nareit All Equity REITs Index posted a total return of 5.3% in May, marking the strongest monthly performance of 2024 and outperforming broader equity markets.