Real estate’s risks and opportunities ahead
As the demise of the office component in real estate allocations continues investors are favouring data centres, warehousing and low cost accommodation.
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Changing priorities for infrastructure investors
Investors discuss how technological change and the new green economy is re-pricing assets in infrastructure, as well as the trend to substitute fixed income with infrastructure debt. But investors should not to lose sight of traditional infrastructure characteristics in their quest to tap new trends. Predictable cashflows and downside protection remain central.
FIS Digital – November 2021