Real assets in a COVID-19 world - MJ Hudson

In this paper, MJ Hudson discuss some of the real asset, namely infrastructure and real estate, investment trends that have been brought to the fore during the COVID-19 crisis, from accelerating digitalisation to the decline in retail property.

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... MJ Hudson explore how asset classifications are likely to develop in response to these long-term trends and why it is important for investors to maintain clear oversight of their allocations and avoid drifting from intended risk exposures.

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