In this Insurance Institute of London (IIL) property investors webinar, Sabina Kalyan will demonstrate how a leading investment manager incorporates pandemic, macro and climate change risk factors into its investment programmes.
Sabina will walk the audience through the CBREGI Global House Views process, commenting on her latest views on when the pandemic will abate; the outlook for the global macro-economy; how the pandemic has accelerated some structural behavioural trends and called others into question; where the best relative value for real assets investors lies and how the firm is tactically positioning for the recovery.
Sabina Kalyan FRICS, Global Chief Economist/Global Head of Real Assets Research, CBRE Global Investors