Many infrastructure assets protect cash flows with pricing indexed to inflation.
Emerging trends provide insight on potential demand, portfolio manager says.
Real estate, infrastructure offer predictable revenues relative to traditional cyclical businesses.
Pent-up demand for leisure travel has driven rebound in some markets.
Infrastructure and real estate have potential in a high inflationary environment.
PM says Class A office space in major markets will remain essential to businesses.
Attractive valuations make real estate and infrastructure more appealing.
A strong growth outlook supports the sector’s appeal.
After a catastrophic year, a portfolio manager looks to China for clues.
Pandemic accelerated shift away from many brick-and-mortar outlets.