The Kick-off: Listed Real Assets for Investors
January 29, 2024 5 Minute Read Time
In a new year for real assets, core offerings such as listed real estate and infrastructure offer potential return opportunities. Within our 2024 outlook, we review the history of performance for real assets following a pause in central bank hiking cycles. We discuss relative valuations, the prospects for multiple expansion, and where we see opportunities in positioning for outperformance today.