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‘Strong demand-side tailwind for Logistics’

Justin Curlow, Global Head of Research & Strategy, AXA IM Real Assets

Justin Curlow, Global Head of Research & Strategy, AXA IM Real Assets, tells The Real Asset Day that it’s early days but some data are emerging on the impact of the crisis so far, with the hotel and retail sectors suffering the most acute distress as revenues have dried up, while logistics and residential continue to benefit from structural and demographic trends


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