After the U.S. Election: Implications for Listed Real Asset Investing
After the U.S. Election: Implications for Listed Real Asset Investing

We share our observations.

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The Whole Picture
The Whole Picture: Combining Public and Private Real Assets to Meet Portfolio Objectives

We explain the benefits of a combined approach.

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Five Trends Supporting Residential Real Estate in the Canadian Sunbelt
Real Estate
Article
Feb 20, 2024
Five Trends Supporting Residential Real Estate in the Canadian Sunbelt
An Attractive Entry Point Amid Record Renewable Deployments
Real Assets
Article
Feb 14, 2024
An Attractive Entry Point Amid Record Renewable Deployments
Listed Infrastructure Potentially Poised for Attractive Returns as Rates Peak
Infrastructure
Chart
Feb 13, 2024
Listed Infrastructure Potentially Poised for Attractive Returns as Rates Peak
Three observations shape our views
Real Assets
White Paper
Jan 25, 2024
Observations for Listed Real Asset Investing in 2024
Building Better Portfolios With Public and Private Real Asset Debt
Real Asset Debt
White Paper
Jan 08, 2024
The Whole Picture: Building Better Portfolios With Public and Private Real Asset Debt
Lessons from 2023
Real Assets
Article
Dec 15, 2023
Lessons from 2023
Reasons to Consider Renewables
Renewables
Article
Dec 11, 2023
Reasons to Consider Renewables and Sustainable Infrastructure Equities
RAM
Real Assets
Article
Nov 14, 2023
The Case for Renewables and Sustainable Infrastructure Stocks is Strong, Despite Near-Term Turbulence
Our CIO Talks Real Asset Investment Opportunities
Real Assets
Podcast
Oct 27, 2023
Our CIO Talks Real Asset Investment Opportunities