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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.
Examining real estate and infrastructure.
An uncertain economy means uncertain cash flows.
Investing in toll roads, office space and healthcare
Interest rate risk is no longer a concern.
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