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Does listed property still have a role to play in a portfolio?

Amidst South Africa’s ongoing loadshedding woes, sharply rising interest rates to curb inflation and a very uncertain global economic outlook, investor sentiment toward the local listed property sector is largely negative. Are investors’ concerns warranted, or might their be opportunity to be found in all the “doom and gloom” for the patient and astute long-term investor? Ian Anderson, portfolio manager at Merchant West, joins us on this edition of Investment Insights to provide an update on the Nedgroup Investments Property Fund and discuss their thematic approach to investing in the sector, and why he believes this asset class still has a role to play in investors’ portfolios.