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Aegon's Colin Dryburgh shares his 2024 Multi-Asset Allocations Outlook

Aegon's Colin Dryburgh shares his 2024 Multi-Asset Allocations Outlook
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Opportunity for change in real estate markets


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Jason Baggaley, manager of the Standard Life Investments Property Income Trust, on what to expect the real estate market in 2021 and beyond.
The pandemic has brought significant shifts in key areas of the real estate market, such as offices and accelerated trends in others such as retail and logistics.
Dealing with this changing environment means assessing deals individually and on their own merits.
Effective management of individual assets, particularly around environmental, social and governance (ESG) considerations, and ensuring they remain future fit and sustainable, will become increasingly important.
The real estate market was a mixed bag in 2020. While industrials, particularly logistics and certain alternatives, did well during the year, there were also pockets of weakness, particularly within the high street and office markets. It would be tempting to expect the same again in 2021, but the reality may be more nuanced. ....

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