Janus Henderson takes big swing on Australian REITs

Jay Sivapalan. (Image: Janus Henderson)

Wed, 22 May 2024

SYDNEY – When values of Australian commercial real estate began tumbling in the aftermath of the pandemic, Janus Henderson Investors leaned on a strategy made popular by Warren Buffett. It got greedy when others were fearful.“We like to take big positions in safe segments during their darkest hour,” as was the case with Australian real-estate investment trusts, or REITs, in the last 12 months, said Jay Sivapalan, Janus Henderson’s head of Australian fixed interest.Now, Janus Henderson is significantly overweight on Austr...

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