Metope In The News

The East European mall owner has been sold off following Russia’s invasion of the Ukraine, but its Covid rebound means property investors should take a closer look. Metope's Head of Research, Kelly Ward, shares her views

A Tax-Free Savings Account (TFSA) is an apt choice for investors with a long-term investment horizon and wanting to maximise tax efficient strategies. It is most advantageous for equity and listed property investments as these asset classes deliver higher real (after inflation) returns than cash and bonds. Metope CEO & Portfolio Manager, Liliane Barnard, and Aimee Glisson, Performance and Risk Director at Metope, elaborate.

While much of the “easy” money was made in 2021, rebounding off the low base set by Covid-19 in 2020, there are still opportunities to be had in listed property. It is therefore crucial to remain invested in the sector in order to take advantage of any sharp gains to be had, and to position oneself for an improved dividend flow that is set to come from an upturn in the sector, along with a recovery of capital values - many of which are still below pre-pandemic levels.

The JSE's listed property groups are likely to continue clawing back multiyear losses in 2022, but it's not a blanket bet. Kelly Ward, Head of Research at Metope, gives her views.

Though rental income is likely to remain under pressure in the listed property sector, distributions are expected to improve as the economy picks up. Metope's Head of Research, Kelly Ward, comments

Redefine Properties has stormed back with a lush dividend, but not everyone is enamoured of its tilt at Polish group EPP. Metope's Kelly Ward comments.

Metope CEO Liliane Barnard and Head of Research Kelly Ward explain why there could still be a meaningful improvement in share prices despite the current weak fundamentals in the listed property sector.

Kelly Ward, Portfolio Manager & Head of Research at Metope Investment Managers, takes an in-depth look at what lies ahead for the local listed property sector.

While results for the June reporting period underscore yet again how the pandemic has left listed property’s reputation as a lucrative dividend payer in tatters, the good news is that analysts say the property sector is seemingly over the worst. Metope's Head of Research, Kelly Ward, comments

Following on-off lockdown trading restrictions for the past 18 months and the July riots in KwaZulu-Natal and Gauteng, JSE-listed mall owners are navigating what is turning out to be a bumpy road to recovery. Metope Head of Research Kelly Ward comments.