UB portfolio managers Jaakko Onali and Mikko Hentinen were interviewed by @Antti_Jarvenpaa.
Topics:
00:00 Introduction
00:22 Market situation
05:50 It’s not all about interest rates
11:25 Problems are concentrated in offices
15:19 Capital allocation focuses on reallocation
19:52 Property development is more emphasized than before
23:37 Value changes remain moderate
27:27 Outlook for the rest of the year