The lockdowns have been unsettling for investors - but not all assets in the global property securities universe have been impacted equally. Head of Global Property Securities, Stephen Hayes, looks at the property assets that will bounce back, those that will struggle into the medium term, and some changes to how we live and work that are here to stay with profound investment implications.

He will cover:

  • Why this time is different from the GFC
  • The ability of the property sector to provide income in markets ahead
  • The property assets that will benefit from greater adoption of e-commerce
  • Assets that will structurally retain high occupancy levels

 

Listen to the podcast below:

Annual Performance (% in EUR) to 30 April 2020

Cumulative Performance (% in EUR) to 30 April 2020

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