Autumn Investment Monitor 2017  

Autumn Investment Monitor: Asset class grid

Property: We continue to see opportunities across global real estate securities. Yields are reasonable in most regions, providing support to returns. Growth prospects are mixed though varying significantly by region and sector, with commercial property continuing to face uncertainty given Brexit concerns. Focus has shifted towards alternative real estate opportunities such as student accommodation, GP practices and logistics/warehouses, which offer greater certainty of regular income, some growth potential and a degree of inflation linkage.

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