The Real Assets Review was launched earlier this year as a means of keeping our investors informed about Cohen & Steers’ diversified real assets strategy. This “Special Edition” serves a different purpose, as it marks an important milestone in our Firm’s 26-year history.
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.