Investor approaches to employing real assets within their portfolio will vary. Whether looking to invest in individual asset classes or a multi-strategy blend, 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 Israel–Hamas war and the implications for real assets
Cohen & Steers is closely monitoring developments in the Middle East following the horrific terrorist attack on Israel. We offer a concise examination of the potential impact on real assets and the macroeconomic environment.
The role of real assets in today’s investment landscape
The market is pricing a rapid return to low and stable inflation. Supply-side risks threaten those expectations and heighten the attractiveness of real assets.
The benefits of real assets in retirement plans
With the economic regime shift now underway potentially challenging for typical target-date fund allocations, many fiduciaries are exploring diversification options for retirement plans. Listed real assets may provide an attractive solution.