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

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. They appear to meet the global economic challenges, as well as the expectations of institutional and retail investors with regards to both performance and impact.

You can now read the full whitepaper at the link below