20 min listen 8 Mar 23
With inflation reaching multi decade highs, 2022 was a challenging year for multi-asset investors as equities and fixed income suffered in tandem with rising interest rates.
Real Assets (including Property) have been a key theme for the strategic asset allocation (SAA) in recent years to help protect against inflation over the longer term.
However, Property is not immune to rising rates and valuations have come under increasing pressure!
In this Property update, Michael Watt (M&G Treasury & Investment Office) is joined by Jose Pellicer (Global Head of Investment Strategy, M&G Real Estate) to discuss ‘illiquidity’ in commercial real estate, the benefits of global diversification, and key opportunities.
The views expressed should not be taken as a recommendation, advice or forecast. Past performance is not a guide to future performance.