20 DECEMBER 2020
Webcast | Real Assets Update: Vaccine + QE Steroids = Risk On!
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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
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