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From monthly archives: January 2024

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Reitway Global | Monthly Commentary | December 2023

Reitway Global | Monthly Commentary | December 2023

January 8 2024

  • The GPR 250 produced a return that was roughly double (10.31% USD) global equity returns as measured by the S&P Global BMI (5.3% USD)
  • Industrial held the helm, with a blistering 19% (USD) return delivered for the month
  • Fund positioning remains roughly the same (quality, value, structural trend riders, and blend between offensive and defensive), with a slight uptick in risk appetite

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