Away from the challenges of equities and bonds, commercial property appears to be one of the strongest investment opportunities. This is underpinned by rising rental incomes and the prospect of achieving a yield that is significantly higher than bond markets. Concerns remain about the future of high street properties and the retail sector, so it is essential to focus on properties in good locations and long-term tenancy agreements.
David Marchant is chief investment officer of Canada Life and managing director of Canada Life Asset Management
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