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.
FURTHER READING

Tariffs, market volatility and the implications for real assets
Real assets have less exposure to tariffs relative to many other asset classes, generally predictable earnings, and are well positioned in a new market cycle.

Capital Market Assumptions
Expected returns for the next 10 years amid elevated inflation and resilient global growth

Investors may be missing next cycle’s winners because of FOMO
Investors sticking with yesterday’s winners risk missing a reversal of fortunes.