Insights by Vince Childers, CFA

Inflation fighters: The case for real assets

May 2022 | 22 mins

Real assets—including real estate, infrastructure, commodities and resource equities—may offer an effective solution amid inflation risks.

Portfolio Adviser Why real assets today

Portfolio Adviser: Why real assets today

April 2022 | 4 mins

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.

4 Reasons to own real assets today

April 2022 | 15 mins

Liquid real assets—including real estate, infrastructure, natural resource equities and commodities—may be a particularly compelling allocation in today’s inflationary environment, offering diversification potential, historically competitive returns and valuations near multi-decade lows.