Global Listed Infrastructure: October 2016

For global listed infrastructure mandates, we believe the FTSE Global Core Infrastructure 50/50 Index offers the best representation of the opportunity set and an attractive starting point for actively managed portfolios.

Real Assets: October 2016
OPEC Philosophy Shift Solidifies Case for Oil Recovery

On 9/28/2016, OPEC announced plans to establish a production target to help stabilize the global oil market. While the ongoing recovery in oil fundamentals does not hinge on OPEC, we believe supply cuts would accelerate the rebalancing process, supporting our base case for higher oil prices over the next two years.

Commodities : September 2016
Commodity Field Analysis in Action

As an active commodities manager, the strength of our expertise rests in the depth and rigor of our fundamental investment process. The team conducts bottom-up analysis focusing on supply and demand balances, inventory trends, valuation, market participant composition, technical data and structural curve analysis. 

Real Assets: Whitepaper September 2016

We examine almost a quarter-century of data to show that both listed and private real assets offer similar potential for diversification, expected returns and inflation sensitivity—supporting the case for a balanced approach that diversifies across real asset categories and markets.

Real Estate Securities: September 2016
GICS Goes to 11: A Look at REIT Allocations Post GICS Expansion

In the run-up to real estate’s premiere as the 11th GICS sector, REITs have seen increasing interest from new investors, including generalist fund managers who have long been underweight. As REITs potentially become a larger piece of equity funds, we consider the implications for asset allocations.

Global Listed Infrastructure: September 2016

The fundamental case for infrastructure is grounded in the inherent characteristics of the asset class—long-lived assets in businesses with high barriers to entry found in monopolistic industries, typically supported by the resilient demand for essential services.

Real Estate Securities: September 2016
The Case for Real Estate Securities

Real estate securities provide the benefits of investing in commercial property along with the features of publicly traded stocks. This combination results in a set of attributes that we believe make a compelling case for a strategic allocation to the asset class.

Preferred Securities: August 2016
The Case for Preferred Securities

Preferred securities offer unique features and benefits, including high income, good relative value, and catalysts for performance stemming from regulatory reforms.

Preferred Securities: August 2016

Cohen & Steers has been at the forefront of active investing in preferred securities for more than a decade. For investors seeking the benefits of preferreds, including the potential for high and tax-advantaged income, we offer two strategies: Preferred Securities and Low Duration Preferred Securities.

Real Assets: July 2016
Listed Real Assets: The “Alternative” Liquid Alts

As more investors look to diversify their portfolios with liquid alternatives, we explore how listed real assets have historically helped to mitigate risks of traditional stocks and bonds, improve risk-adjusted returns and hedge against the effects of inflation.

Real Estate Securities: July 2016
Can the Bull Market in Global Real Estate Continue?

After a seven-year period of strong absolute and relative performance, we believe global real estate securities continue to offer attractive return potential, based on our favorable supply-demand outlook, continued access to capital and reasonable valuations. However, in a maturing cycle, we believe active stock selection is critical.

Real Estate Securities: July 2016
3 Reasons U.K. REITs May Withstand the Brexit Fallout

With negative sentiment swirling around the U.K., is it time to be a buyer of Britain? We believe many U.K. REITs are well positioned to weather economic uncertainty, aided by stronger balance sheets, greater focus on core assets and an emphasis on cash flow growth over development.

MLPs: June 2016
Beyond Low Oil: A Look Ahead Amid Improving Midstream Fundamentals

We expect the global oil surplus to evaporate over the next year, followed by a widening supply gap in 2017 and beyond. In our view, North American shale oil is uniquely positioned to fill that supply shortfall, presenting a compelling opportunity in the midstream energy space for investors able to weather potential near-term volatility.

Preferred Securities: May 2016
Two Funds From a Leading Manager of Preferred Securities

Cohen & Steers has been at the forefront of active investing in preferred securities for more than a decade. For mutual fund investors seeking the benefits of preferreds, including the potential for high and tax-advantaged income, we offer two products.

Real Estate Securities: May 2016
REIT Managers and the Active Advantage

Passive index funds may work well for certain investments, but REITs are one area where active managers have historically given investors an advantage. That advantage could add up to a sizeable difference over time, suggesting a place for both active and passive funds in a diversified portfolio.

Commodities : April 2016

After an eight-year, 69% decline in the Bloomberg Commodity Total Return Index, we see growing signs that the market is beginning to resolve its oversupply situation, sowing the seeds of a sustainable recovery.

Preferred Securities: March 2016
For After-Tax Yield, Think Preferred Securities

With many investors feeling the pinch of taxes, municipal bonds aren’t the only option for tax-advantaged income. Preferred securities currently offer among the highest after-tax yields in fixed income—even better than munis, regardless of tax bracket.

MLPs: March 2016
Attractive MLP Valuations Are an Opportunity for Long-Term Investors

MLPs have faced a challenging market environment amid low oil prices and concerns over distribution cuts. But for investors confident in the long-term case for MLPs—namely, predictable cash flows and the continued need for investment in energy infrastructure—we believe current valuations present a compelling long-run opportunity.

Real Estate Securities: March 2016
Real Estate in a Class of Its Own

In September 2016, real estate will be separated from financials and given its own GICS sector category—significantly raising the profile of an often misunderstood and under-represented asset class. We believe this will drive greater interest in REIT allocations while potentially reducing volatility.

Commodities : February 2016
Agriculture Markets Brace for La Niña

Agricultural commodities remain mired in low prices after years of ideal growing conditions and expanded acreage. But with shifting weather likely to disrupt global production in 2016, we believe a rebound in prices is on the horizon.

Commodities : February 2016

Despite trading near seven-year lows, we expect copper prices to head even lower in the short term. But with copper prices this low, few producers are looking for new supply sources, setting up a potentially massive shortage toward the end of the decade.

Real Estate Securities: January 2016
REITs and the Truth About Rising Rates

Still concerned about REIT performance amid rising interest rates? Just look at the facts: REITs have historically delivered strong returns when the Federal Reserve increases rates, as this typically happens when the economy is getting stronger.

Preferred Securities: December 2015
Managing Interest-Rate Risk in Preferred Securities

After a prolonged bull-market for bonds, we are keenly aware of a potential rise in interest rates. We believe important keys to navigating the potential impact of higher rates on preferred securities is found in structure selection and the active management of credit risk.

Real Estate Securities: December 2015
Incorporating ESG Factors Into REIT Investing

Asset managers have increasingly incorporated environmental, social, and governance (ESG) issues into their company analysis. We would like to share our perspectives on these issues as a leading investor in listed real estate companies.

Global Listed Infrastructure: December 2015
To Fix the Economy Fix Our Infrastructure

With the Federal Reserve out of stimulus options and fiscal policy shackled by high debt, we believe a massive infrastructure push may be the best way to accelerate the U.S. economy, driving compelling investment opportunities in infrastructure over the coming decade.

Global Listed Infrastructure: October 2015

With more institutions allocating to infrastructure, we believe the listed market offers a compelling solution to the rising backlog of capital in the private market, aiding investors in achieving their target infrastructure weightings, providing liquidity, and expanding the range of global investment opportunities.

Real Estate Securities: October 2015
REITs Are a Permanent Allocation

Are you a strategic or a tactical investor? If your goals are long term, we believe REITs should be part of your portfolio at all times, through all types of markets— providing valuable diversification and return potential driven by the distinctive characteristics of commercial real estate.

Commodities : Whitepaper October 2014

Over the past decade, investors have allocated to commodities to enhance portfolio diversification, hedge against unexpected inflation or event risk and participate in the secular bull market for basic materials. We make the case for an actively managed approach grounded in fundamental research.

Real Estate Securities: August 2014
Introduction to Real Estate Securities

Learn about this unique asset class, including what makes REITs different from other companies, how the global real estate market has evolved and why different types of commercial properties perform the way they do in various economic conditions.


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Cohen & Steers is a global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, commodities and natural resource equities, as well as preferred securities and other income solutions.

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