Real assets favoured in a post-Covid-19 world, but higher fragmentation requires scrutiny

Monday 06 September 2021

Research / Market

While the fallout from the pandemic has accelerated several long-term trends, it has also given rise to some misguided expectations. The crisis has paved the way for a new economic cycle, which could be depicted by a resurgence of inflation. Real assets are emerging as the major beneficiaries of this new environment...