Greg Kuhl, a Global Property Equities Portfolio Manager at Janus Henderson, dives into the booming market for senior housing, revealing lucrative investment opportunities in REITs as the population ages. He discusses AT&T's turnaround and newfound investor confidence amidst past mistakes. The conversation also touches on Intel's struggles in the semiconductor landscape, while shedding light on the REIT market's recovery, driven by inflation and interest rates. Kuhl outlines exciting prospects in assisted living and retail investments, emphasizing strategic management.
