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The real estate rotation: Eye on the World 15/01/21
15/01/2021
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US markets lagged on weak US labor surprise and China/EU virus concerns. US stimulus plan came at top-end of expected size, boosting bond yields, with focus now on implementation, and as Q4 earnings kicks-off. Underlying cyclicals catch up continued, and we see further to go.
HOT TOPICS refocus on lagging real estate sector as a cyclical ‘catch-up’. 60% sector – focused on retail, hotels, office, healthcare – underperformed dramatically, has valuations at large discounts, and earnings outlook may be understated.
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