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Mensuel de septembre 2020 - Fonds d’investissement

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Things will never be the same again
The only certainty is the real estate landscape has changed forever, says Fergus Hicks, Real Estate Strategist at UBS Asset Management   Economies have seen the sharpest contractions on record while massive central bank and government intervention has supported asset prices. In real estate the crisis has turbo-charged trends we were already seeing prior to the crisis, boosting logistics and hurting retail. We are now in the social-distancing phase, but investors need to think long-term and position themselves for once the pandemic has passed.   Focus on sector allocations   The COVID-19 pandemic has resulted in the sharpest economic contraction on record. However, asset markets have held up surprisingly well and...
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