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Is inflation a Look Through short-term blip or here to stay, in which case property markets need to Look Out for sustained pressures? Will property, as an ‘inflation hedge’, deliver, or will the rise in WACC undermine performance? Who is investing and from where? How do you allocate assets with the ongoing uncertainty? What can we learn about returns from emerging asset classes? And, as older stock is replaced by sustainable assets, what is the trade-off between capital commitment and investment returns? It is a challenging time for economies, property markets, investors and advisors.
