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Episode 43: Outlook for real assets in 2022
Please note, this interview was recorded prior to, and therefore does not mention, Russia’s invasion of Ukraine.
Today we’ll be discussing the outlook in 2022 for real assets such as property and infrastructure, the macro-economic factors driving these assets, what the future holds for the various market segments, and what impact ESG considerations are having on the decisions made by investors.
Justin Curlow, Global Head of Research & Strategy at AXA IM – Real Assets, discusses how he sees this important market segment for investors globally, including in Australia.
Guest:
Host:
View all episodes
By Australian Institute of Superannuation TrusteesPlease note, this interview was recorded prior to, and therefore does not mention, Russia’s invasion of Ukraine.
Today we’ll be discussing the outlook in 2022 for real assets such as property and infrastructure, the macro-economic factors driving these assets, what the future holds for the various market segments, and what impact ESG considerations are having on the decisions made by investors.
Justin Curlow, Global Head of Research & Strategy at AXA IM – Real Assets, discusses how he sees this important market segment for investors globally, including in Australia.
Guest:
Host: