Is there a place for real assets in a conservative portfolio?

Today, cautious investors are allocating ever-increasing amounts of their capital to fixed income, including money market, bond and income funds. This is an understandable reaction to a five-year period of poor real equity returns and the increasing uncertainty we face as we live through the COVID-19 pandemic. But is there still a place for real assets in your conservative portfolio? Sean Munsie, portfolio manager at Allan Gray, joins Kaya Bizz to discuss.