Anchoring Your Portfolio with Real Assets

What is the right portfolio allocation to real assets?

There is a paradigm shift in the investment environment, characterized by higher inflation, higher interest rates and geopolitical instability. This shift necessitates investors to rethink traditional asset allocation and consider a more balanced approach, with 1/3rd portfolio allocation across equities, fixed income and real assets. However, not all real assets are created equal, with some better equipped than others to provide the benefits expected in a diversified portfolio.

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Insights

Portfolio Allocation

An Infrastructure Perspective to Achieving Decarbonization in Real Estate Webcast Replay

Real estate's massive carbon footprint demands urgent action. This webcast explores how collaboration, new technologies and supportive regulations are driving decarbonization efforts, unlocking investment opportunities in sustainable infrastructure.

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Portfolio Allocation

The Infrastructure of AI: Data Centers Webcast Replay

AI is not possible without the infrastructure behind it. In this discussion, we focus on data centers, provide an in-depth analysis of current market conditions, investment activities and future projections.

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Portfolio Allocation

Europe’s Forgotten Middle: Where a Housing Crisis Meets an Investment Opportunity

Europe's housing crisis squeezes the middle class, forcing them to pay unaffordable rents or move out. This social issue is an investment opportunity.

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Portfolio Allocation

A New Era of Portfolio Allocation with Real Assets

Unlock higher returns & lower risk with a 33% real asset portfolio allocation. Our insights on navigating volatility & building resilience.

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Portfolio Allocation

Global Next-Generation Infrastructure: A Core Plus Strategy for the Mid-Market

Essential services like water, electricity & connectivity drive infrastructure's strength. Global 2.0 strategies prioritize downside protection & sectors like digital & renewables for long-term impact. Navigate volatility with flexibility & global reach in this unique asset class.

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Portfolio Allocation

Global Cyclical Opportunity

Real estate correction presents unique opportunities. Embrace the paradigm shift with active management, global reach, and sector-specific strategies to capture cyclical value.

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Investment Perspectives

The Case for Global Core

Institutional investors are increasingly allocating to global real estate to enhance returns and reduce risk in today’s uncertain macroenvironment. Global Core/Core+ strategies enable investors to capture higher risk-adjusted returns, potentially secure a higher level of inflation protection, and gain added diversification and liquidity benefits.

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