Hands over to co-manager Justin Upton
Industrial real estate was historically the grafter of the real estate market, the small, often hidden part of a manager's portfolio.
Covid-19 and the measures taken to contain it have caused an extraordinary level of operating losses, debt accumulation and dividend cancellation across the UK equity market.
"No guarantee transactions will complete"
What markets here can learn from the Land of the Rising Sun
Opportunities in public sector leasing
Against the backdrop of financial markets across the world falling steeply in the wake of the Covid-19 pandemic, investors rushed to traditional safe havens in a bid to safeguard their investments