Real Assets: Returning to Fundamentals
Unlocking today's real assets investment opportunity
Investing in Real Assets: A Return to Fundamentals for Today's Market
Investing in real assets remains a cornerstone of portfolio diversification. However, navigating today's "higher for longer" interest rate environment demands a renewed focus on core fundamentals to achieve attractive returns. This series will guide you through investing in real assets, emphasizing operational enhancement and income growth as key drivers of performance.
Real assets, including real estate and infrastructure, offer tangible stable value, resilience, and a potential inflation hedge. Their intrinsic value, rooted in physical properties and utility, can translate to compelling returns in a high-interest rate environment when managed with a strong grasp of operational efficiency and income maximization strategies.
This ongoing series will delve into actionable insights for achieving a strong return on real assets by prioritizing fundamental principles. We'll explore how a return to fundamentals is crucial for maximizing real assets performance in the current economic climate.
Insights
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Real Assets: Fundamentals
Macro House View Q2 2025
While the global economy entered 2025 in a reasonably sound condition, the near-term outlook has deteriorated due to a modern trade experiment with tariffs, a complex interplay of disruptive policy responses and evolving risk and return expectations.
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Real Assets: Fundamentals
Listed infrastructure: A solution for policy benchmarks and investor portfolios
As infrastructure allocations continue to rise, more investors are considering listed infrastructure as a policy benchmark and a portfolio solution alongside private infrastructure
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Real Assets: Fundamentals
Logistics demand: The trade effect
How much does demand for logistics space depend on international trade—and how might tariffs impact logistics markets across the U.S.?
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Real Assets: Fundamentals
Unlocking Self-Storage: A strategic framework for market selection
The self-storage sector has experienced significant volatility in recent years as demand and street rents soared during the pandemic and then fell as interest rates rose and housing market activity fell to the lowest levels on record.
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Real Assets: Fundamentals
Infrastructure Quarterly: Q1 2025
In this year's first Quarterly, we analyze the short-term market turbulence affecting trade and supply chains, the continued rapid pace of digitalization and faster adoption of AI. We also feature a Q&A with Raul Martynek, CEO of Databank, discussing why DeepSeek is beneficial for the data center sector.
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Real Assets: Fundamentals
Our View: Best Opportunities in Global Real Estate for 2025
The best global real estate investment opportunities in 2025 will be found where macro conditions, secular tailwinds and evolving sector use cases intersect with high-conviction strategies, operational expertise and skillful execution.
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Real Assets: Fundamentals
U.K. lease events show occupier demand continues strong
Understanding income dynamics is crucial for investors in the U.K. real estate market. The following analysis delves into the trends and patterns of lease events, exploring the relationships between occupier behavior at lease break and expiry, rental growth and investor returns.
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Real Assets: Fundamentals
Open-End Funds: Time is Money in Infrastructure’s New Era
Historically, many infrastructure companies such as utilities, airports, and toll roads exhibited stable, low-growth earnings. However, the investment landscape and its growth oppo
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