We are pleased to introduce the Real Assets Review, a periodic newsletter focused on investing in real assets. Our first issue assesses the investing trends of university endowments, which have been decreasing allocations to stocks and bonds over the past decade, while adding to alternatives like real assets.
So far, massive quantitative easing has not led to higher inflation. But signs of higher prices to come are evident in a number of key indicators. This Viewpoint explores what history tells us about the performance of REITs in periods of rising interest rates and higher inflation.