全球投资策略之未来城市：城市化形态的变化.pdf

Multi-Asset ● Global | Thematic April 2021 Contents Executive summary 1 Future Cities insights 4 Related research 5 Cities after COVID-19 6 The game has changed 6 Transport 11 Getting off the train 11 But what about post pandemic? 12 The road ahead: Clean transport 19 Paying for it: time for a new strategy? 21 Buildings 24 Smart Buildings, Smarter Technology 24 PropTech is a work-in-progress game changer 26 Smarter…and greener 29 Co-Working/Flexible offices and WFH 30 Data Centres – the digital infrastructure of Future Cities 34 Making cities work better 38 Rethinking how cities work 38 Dialling up the competition 42 Funding cities with green, social and sustainability bonds 43 Disclosure appendix 48 Disclaimer 52 3 Multi-Asset ● Global | Thematic April 2021 Future Cities insights Urbanisation in both the emerging and developed world may change… In many emerging market economies, more than 50% of jobs are not in services. The ability for the pandemic to turn the tide of steady urbanisation is much weaker in these economies 80% 60% 4