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.
Pandemic-related trends aren't the only ones to consider.
An uncertain economy means uncertain cash flows.
Investing in toll roads, office space and healthcare