Investors looking for alternatives to pressured stocks and bonds, or simply diversification, should consider real estate debt. Loans to finance offices, warehouses and other buildings have attractions, including inflation protection in the form of indexation and yields above money market benchmarks.
Listen to this talking heads podcast with Christophe Montcerisier, Head of Real Estate Debt, and Chief Markets Strategist Daniel Morris. They refer to the absence of a direct and immediate link between the rise in interest rates and the performance of real estate debt and the defensive characteristics of the asset class. Among other things, its strength stems from some of the pandemic-induced structural changes, including a shift in office use and greater demand for suburban properties.
You can also listen and subscribe talking heads on Youtube.
talking heads brings you in-depth insights into topics that really matter to investors, including analyzing the world and financial markets through a sustainability lens and other interesting conversations with investment experts.