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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.
A look at infrastructure equity, real estate equity and real asset debt.
How short-term and long-term interest rates are affecting the real asset space
Look for both income and capital appreciation when investing in infrastructure stocks.