Real Assets

A Backdrop Shifting in Favor of Listed Real Assets

White Paper

Oct 17, 2024

As the final quarter of 2024 kicks off, we see a compelling case for allocating to listed real assets. Their relative performance has been on a strong upswing thanks to a backdrop that has shifted in their favor, with infrastructure and real estate equities both solidly outperforming the broader market in the third quarter. Looking forward, we believe these companies that own and operate the backbone of the global economy are better positioned to produce outsized earnings growth and investment returns than they have been in some time.

  • Interest rates are moderating, as central banks around the world cut rates.
  • Sector-specific tailwinds are supportive.
  • There are benefits to being defensive.

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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.

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