Investing in 2021: Will 2020's Winners Lose Out?

The video discusses the major risks and opportunities in the global market for 2021, focusing on the impact of the vaccine rollout and geopolitical uncertainty. It highlights the potential for emerging markets due to a weakening US dollar and suggests a shift from US to European assets and from tech to value stocks. The discussion also covers the real estate sector as a potential reopening play, with a focus on office and leisure spaces rebounding post-pandemic.

What are the potential opportunities in the real estate market as discussed in the text?

In what ways does the speaker suggest that the reopening will impact different asset classes?