Across the globe, our clients are looking for expertise and comprehensive solutions to manage real asset portfolios. At the Cohen & Steers Investor Conference, Senior Portfolio Specialist Michelle Butler spoke with Head of Multi-Asset Solutions Jeff Palma and Head of Real Assets Multi-Strategy Vince Childers, CFA about the generational opportunity arising in real assets.
“Just as the tariff passthroughs were in the rearview mirror, you now have this next supply shock, which doesn’t allow inflation to come down…So do labor markets hold up through this? If they don’t, that’s where the stagflationary environment becomes more problematic—and you’ll see that first expressed in the labor market.” -Jeff Palma
Interested in viewing the full session? Request the recording below.
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