REAL ESTATE

The growing realisation of a lower-for-longer global interest rate horizon, coupled with heightened market volatility, and meagre bond and equity returns, have contributed to a secular shift to real assets. 

As investors contemplate the implications of political and economic uncertainty on capital markets, it seems a pertinent time to readdress the rationale for real estate in a multi-asset portfolio, and how to optimise performance in an ever more globalised economy.