Malcolm Dorson, Head of Emerging Markets at Global X, offers valuable insights into the dynamics of international and emerging markets investing. He emphasizes the importance of diversification, active management, and understanding the unique characteristics of these markets to achieve optimal returns.
The iShares Cohen & Steers REIT ETF (ICF) has underperformed its actively managed peer, the Cohen & Steers Total Return Realty Fund (RFI), over the past five years, highlighting the benefits of active management in the REIT sector. Despite the challenges faced by REITs in 2024 due to higher interest rates, ICF is nearing decade-low levels, offering potential value for long-term investors. However, new capital may be better allocated to actively managed REIT funds like RFI in the current market environment.
