'So few foreigners speak, read or write Mandarin fluently, so by definition all the information you’re getting is second-hand,' Aberdeen Standard's Donald Amstad says when it comes to assessing Chinese bonds.
While hospitality assets that were convention oriented will probably take longer to recover back to pre-COVID levels, these activities will come back and this mega trend will continue, Blackstone's Kathleen McCarthy says.
The dislocation caused by Covid will push along growth in specialty real estate fundamentals at the same time as managers are improving their systems and liquidity enters the market, Heitman's Caleb Mercer says.
The pandemic and its associated lockdowns have inspired a rapid pivot towards more effective digital communications and remote working, accelerating a trend that was already in play, Lendlease's Micah Schulz says.
Environmental Social and Governance policies are commonplace in global investment firms, but addressing risks to physical assets like property take investment teams deeper in their due diligence and studies of investment risk, experts explore.