In terms of their fixed income positioning, Floor noted that it is concentrated in longer-duration government bonds balanced against substantial inflation-linked positions. This results in a healthy yield profile that also offers protection against inflation pressures.
“Most of our current listed property exposure is concentrated in the retail sector, with key holdings in local, and a more recent investment in Hammerson. We view retail property as a classic real asset, with the added benefit that it has been deeply out of favour, especially given narratives regarding e-commerce killing the shopping centre.” Jooste said.
Resumimos esta notícia para que você possa lê-la rapidamente. Se você se interessou pela notícia, pode ler o texto completo aqui. Consulte Mais informação: