Real Assets
The Banking Crisis Aftermath and Listed Real Assets
Article
Apr 28, 2023
We update our views following instability in the banking sector.
In the aftermath of the unforeseen banking crisis that roiled markets in mid-March, we expect financial conditions will tighten and economic growth will slow, both faster than we had previously anticipated. We also foresee further market volatility, as the outlook for Federal Reserve policy and interest rates becomes more uncertain. However, we believe that listed real assets are well positioned to weather volatility and disruption resulting from the banking system crisis. Read more in the full Real Assets Quarterly.