Insights by Michelle Butler

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.

Real assets The benefits of the blend

Real assets: The benefits of the blend

June 2022 | 5 mins

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

Commodities’ redemption

April 2022 | 17 mins

Commodities have delivered historically strong performance, providing inflation hedging, diversification and compelling returns, with the potential to contribute meaningfully to a real assets allocation.