After a choppy start, expectations are for global growth to slow in 2022, but for inflation to remain elevated. In this environment of stagflationary outcomes, many investors are turning their attention to real assets.
Senior Portfolio Specialist Michelle Butler explains the three key historical benefits of a strategic allocation to real assets: outperformance during inflationary periods, diversification potential and attractive total returns.
ABOUT THE AUTHORS
Michelle Butler, Senior Vice President, is a Portfolio Specialist for Cohen & Steers’ Real Assets, Global Listed Infrastructure, Natural Resource Equity and Future of Energy strategies.
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