Retail and hotels have taken the brunt of lockdowns, while logistics and residential have fared much better. Even when Covid-19 is bought under control, the path of recovery is far from straightforward, writes Stephanie Baxter
Real assets are continuing to offer attractive illiquidity premia for investors. Hope William-Smith looks at the current allocation trends for boosting portfolio resilience.
The DC market has been slower to adopt real assets and other potential diversifiers. Marc Haynes looks at why this needs to change