– The intelligence that guides our investment decisions –
COVID-19, an unprecedented rate environment, and new zero-emissions targets are producing wildly divergent expectations across the real asset investment community.
Join Aviva Investors’ new chief investment officer for real assets, Daniel McHugh along with Chris Urwin, director of research, and Laurence Monnier, head of quantitative research, as they discuss the key themes identified by our Real Assets House View 2021 (https://www.avivainvestors.com/en-gb/views/real-assets-house-view/), that will shape real assets markets in the coming months:
• What will the impact of the zero rate environment in the UK & Europe be?
• Will new ways of living persist post-COVID-19, and how might they change the investment landscape?
• Which parts of the real assets universe look most promising for investors to target today?
Presented by:
• Daniel McHugh - Chief Investment Officer, Real Assets, Aviva Investors
• Chris Urwin - Director of Research, Real Assets, Aviva Investors
• Laurence Monnier – Head of Quantitative Research, Real Assets, Aviva Investors
Moderated by: Brendan Maton, IPE