Market Outlook - The Rise of Real Assets

The COVID-19 pandemic has exerted an unprecedented toll worldwide. In Asia Pacific, measures to flatten the curve have also ushered in the worst economic slump since the Great Depression with major economies experiencing their first contractions in more than a decade. Still, despite a crippling crisis that can take years to play out, the region’s long-term growth fundamentals remain intact.

Driven by demographic tailwinds, urbanization in the Asia Pacific is an epic boom that will drive the growth of its middle-class and with it, a cycle of rising consumption. Real assets are a play into the region’s structural megatrends that will outlive the pandemic. As the challenge increasingly turns from containment to longer-term recovery, infrastructure investments and REITs are a crucial part of this equation, to fast track the region’s recovery from the pandemic and secure its economic future.

Download the Report