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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.

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.

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.

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.

Real Assets: November 2015
A Reality Check for Real Assets

Amidst a challenging environment for commodities and natural resource equities, portfolio manager Vince Childers discusses the landscape for real assets and what needs to happen for a recovery.

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.

Real Assets: May 2015
The Achilles Heel of the 60/40 Portfolio

The 60% stock/40% bond portfolio has long formed the backbone of traditional asset allocation strategies. But contrary to popular belief, stocks and bonds can jointly underperform, and an investment in real assets may help defend investors when this occurs.

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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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