Portfolio Adviser: Why real assets today

 

Vince Childers, CFA

Head of Real Assets Multi-Strategy

More by this author

4 minute read

April 2022

Share

History shows that including real assets in a portfolio may provide inflation sensitivity, greater portfolio diversification, and attractive risk-adjusted returns over full market cycles.

Vince Childers, Head of Real Assets Multi-Strategy, discusses key challenges investors are facing today, why real assets are positioned to benefit, and Cohen & Steers’ strategic, long-term investment approach.

ABOUT THE AUTHORS
Author Profile Picture

Vince Childers, CFA, Senior Vice President, is Head of Real Assets Multi-Strategy and a portfolio manager for Cohen & Steers’ real assets strategy.

FURTHER READING

Three tax-smart income alternatives

March 2023 | 20 mins

Strategies with inherent tax efficiencies may help investors diversify sources of income and potentially keep more of what they earn.

Defending against sustained inflation with real assets

Defending against sustained inflation with real assets

January 2023 | 6 mins

We believe markets have transitioned to a new regime of slow growth and elevated inflationary risks. It’s an environment we believe warrants diversification and inflation mitigation. And it’s precisely the role that we feel real assets can fulfill. Watch why we think we are in a period of secular stagflation and what role real assets can play.

Recession or not, growth is slowing: Our macro team’s view

August 2022 | 10 mins

Our base case calls for a shallow recession as inflation peaks and central bank policies take hold. Here’s how we’re positioned across key strategies.

2128765