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Sector outlooks

The impact of Covid-19 disruption in the US

May 19, 2020
  • Rich Kleinman, Americas Head of Research discusses the potential impact of the Covid-19 pandemic and lockdowns may effect multiple sectors in the US economy over both the short- and long-term, where the long-term means an environment with an effective vaccine.

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Oct 02, 2023 ISA Briefing: Key economic questions for China and Japan Covering economic growth in China and interest rates in Japan
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Sep 11, 2023 ISA Focus: The value of green The transition to a lower-carbon built environment is reshaping the definition of quality real estate.
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May 30, 2023 ISA Briefing: Controlling interest: Keeping tabs on residential regulations Changes to rent regulations can potentially reshape the risk-reward profile of residential investments, impacting values over both short and long timescales.

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