Observations Across Listed Real Assets

As tariff-induced uncertainty contributed to a volatile start to the quarter, listed real assets illustrated the role they can play in portfolios—exhibiting far less volatility than broad market counterparts.

Given the current backdrop of uncertain government policy, heightened geopolitical tensions and inflation risks, we see real assets as particularly well-positioned and attractive relative to broader market exposures.

New this issue: We take a closer look at investment opportunities and key considerations for infrastructure equities, real estate equities, real asset debt and multi-asset solutions.

Read More