We believe liquid real assets — including real estate securities, commodities, natural resource equities and listed infrastructure — offer an attractive way to enhance diversification, particularly as the market pivots away from quantitative easing and low interest rates to a policy-induced reflationary environment.
With stocks and bonds facing the prospect of uncertain returns, many trustees and providers are looking to enhance diversification in defined contribution schemes.
With stocks and bonds facing the prospect of subdued returns, many fiduciaries of defined contribution (DC) plans are considering diversification options for their investment menu.
The Tax Cuts and Jobs Act is set to deliver $1.5 trillion in tax savings over the next decade, adding fuel to an already healthy economy and generally improving the tax efficiency of REITs and other real asset investments. Here’s our guide to what you need to know.
We believe the market environment is turning strongly in favor of real assets amid a strengthening business cycle, rising wages and a more pro-business mindset by policymakers.
A search for real asset funds in Morningstar will find them spread across more than a dozen categories, often ranked against other funds with unrelated objectives and different asset bases.
With prices of U.S. financial assets near all-time highs, we believe real assets offer an investment opportunity in inexpensive assets poised to move higher. We believe the combination of a strengthening economy, rising inflation prospects and attractive relative value signal a potentially compelling opportunity for allocating to real assets.
We examine almost a quarter-century of data to show that both listed and private real assets offer similar potential for diversification, expected returns and inflation sensitivity—supporting the case for a balanced approach that diversifies across real asset categories and markets.
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.
The views and opinions in the preceding commentary are as of the date of publication and are subject to change. This material should not be relied upon as investment advice, does not constitute a recommendation to buy or sell a security or other investment and is not intended to predict or depict performance of any investment.
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