Webcast: Real Assets Update | Vaccine + QE Steroids = Risk On!

During this webinar, our Real Assets Portfolio Manager, Jan De Vos discusses:

• Post the vaccine development news, we are seeing a sector rotation which is benefiting property companies, whereby COVID winners are becoming short-term losers
• The vaccine is providing a path to social normalisation with Retail, Toll roads & Airports beneficiaries
• Airports have bounced due to domestic travel returning, with international travel still absent
• There is a slow return back to the office yet vacancy rates and sub lease space available remain high
• The residential picture remains mixed due to supportive low interest rates and stimulus, however questions remain over recession and rising unemployment levels
• The listed market  continues to trade at a discount to unlisted assets  providing some valuation support for listed real assets
• Dividend visibility is improving and the low interest rate environment remains accommodative