Real Assets

The 5 Investment Themes Creating Real Asset Opportunities in 2023

White Paper

Jan 19, 2023

We see tailwinds for listed real assets, as 2023 kicks off. Our asset classes look especially inexpensive, after both stocks and bonds suffered in 2022 amid worries about above-average inflation, further Fed tightening and rising recession risks. These valuations represent attractive entry points in many real asset sectors, in our view. In addition, we believe five key investment themes are likely to create opportunities across real assets in 2023.

  1. Decarbonization
  2. Deglobalization
  3. Digitalization
  4. Demand for Quality
  5. Debt is now attractive

Read more in the full Real Assets Quarterly.

Read More

Disclosure Information

This material is not, and is not intended as investment advice, an indication of trading intent or holdings or the prediction of investment performance. All information is current as of the date of this material. Views and information expressed herein are subject to change at any time. Brookfield Public Securities Group LLC disclaims any responsibility to update such views and/or information. This information is deemed to be from reliable sources however, Brookfield Public Securities Group LLC does not warrant its completeness or accuracy. This presentation is not intended to, and does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any security, product, investment advice or service (nor shall any security, product, investment advice or service be offered or sold) in any jurisdiction in which Brookfield Public Securities Group LLC is not licensed to conduct business, and/or an offer, solicitation, purchase or sale would be unavailable or unlawful. Indexes are unmanaged and are not available for direct investment. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.