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 Real Assets Portfolio Specialist for Cohen & Steers, specializing in Global Listed Infrastructure, Midstream Energy, and Commodities.
FURTHER READING
The benefits of real assets in retirement plans
The economic regime shift now underway could prove challenging for typical allocations, and many fiduciaries are exploring diversification options for retirement plans. Listed real assets may provide an attractive solution.
Maintaining a strategic allocation to real assets
Senior Portfolio Specialist Michelle Butler spoke with Portfolio Adviser for a video interview about how a diversified real assets allocation may benefit investors in the new macroeconomic regime characterized by higher interest rates and inflation compared to the previous decade.
3 Reasons to own real assets today
A diversified blend of real assets can potentially play a vital role in the new regime of higher inflation, higher rates and increased market volatility.