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317: What megatrends will define the future of real assets?
Advances in technology, population change, decarbonisation and geopolitical pressures are both catalysing new industries and rendering some assets obsolete.
To make sense of these rapid changes, the LGIM Real Assets Research Team has defined four megatrends they expect to drive private investment performance and capital allocations for the remainder of the decade and beyond.
In this broad-ranging discussion, Global Head of Investment Strategy and Research for LGIM Real Assets Rob Martin and Research Manager Matt Soffair introduce these investment themes, identify the sectors they think are in…
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