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
Tom Duncan looks at how thematic real estate investors will fare after the coronavirus crisis.
Real assets are continuing to offer attractive illiquidity premia for investors. Hope William-Smith looks at the current allocation trends for boosting portfolio resilience.
Mayfair Capital has relaunched its income fund and rebranded its opportunity fund.