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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

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The Challenges and Opportunities of COVID-19

COVID-19 has created a challenging environment for income reliant investors, with interest rates near all-time lows and expected to remain there for the foreseeable future, while in equity markets, even the most reliable dividend payers are facing mounting pressure on their dividend policies over the short to medium term.

Over the longer term, we believe that two of the most significant changes that will permeate the post COVID-19 world will relate to workplace flexibility and e-commerce, which will impact office buildings, regional malls, shopping centres and logistical warehouses.

In this piece, we explore how we have positioned our global property strategy to deliver investors both solid capital gains and relatively attractive income-based returns during this crisis and over the longer term.