Each year, PortfolioConstruction Conference features a core, 13-hour independent plenary program. It is interspersed twice daily with six concurrent Due Diligence Forum sessions, delivering research papers developed for Conference by our carefully selected Partners...

Due Diligence Forum speaker

Chris Lepherd
Director, Portfolio Management
Principal Global Investors

Due Diligence Forum summary

The Australian property securities sector has provided exceptional returns over the past 10 years.  There have been several changes to the sector which are leading many commentators to the belief that the market is overvalued and assuming more risk.

This session examines the current state of play, taking into consideration the underlying property market, macro-economic drivers and the influence of global property securities funds on the local sector.  In the context of structural change over the past five years, we look at the prospects for total returns from property securities in the future.