Real Assets
Divergence Driving Listed Real Asset Opportunities in 2025
White Paper
Jan 22, 2025
In our view, divergences in policy stances are likely to arise between the U.S. Federal Reserve and other major central banks in 2025, given differing regional growth and inflation outlooks. This represents a shift from recent years, when policymakers moved more in lockstep globally to combat post-pandemic inflation.
This divergence is already playing out in markets, creating potential diversification and alpha generation opportunities beyond U.S. shorelines.