Real Assets
Where to Find Downside Protection
White Paper
Apr 18, 2022
Investors looking for downside protection during risk-off periods—like the one we just experienced in the first quarter of 2022—may want to consider exposure to real asset equities. We find that infrastructure and real estate stocks tend to outperform global equities during risk-off periods, the first quarter of 2022 being the latest in a long line of such market environments.
The quarter was a volatile one for global markets. Concerns over the ongoing war in Ukraine, higher inflation and rising rates weighed on shares for much of the quarter. Real asset equities, however, did not suffer as much as their broader market counterparts, displaying downside protection that isn’t unique to this market crisis. We find real asset equities have historically tended to outperform global equities during past major market crises. Read more in the full white paper.
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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.