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With growth uncertain, the level of negative-yielding bonds in the trillions, and questions being asked as to how long the bull run in equities can continue, it is perhaps unsurprising investors are increasing allocations to real assets for returns, as well as the diversification and cashflow-matching characteristics such assets can offer. 

How is higher demand squeezing value in certain parts of the real assets universe?

How will the sector grapple with major structural shifts; from the inexorable growth of flexible working to fierce debate over the public-private partnership model; from the decline of traditional retail to the rise of the knowledge economy?

Our 2020 Real Assets House View brings together the views and analysis of our investment teams across real assets.