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Alternatives
Opportunities in Real Assets
Whether you’re seeking to diversify a traditional income portfolio or augment an equity allocation, real assets offer distinct opportunities. Our real asset income strategy invests in companies involved in infrastructure and real estate investment trusts (REITs) around the world, offering the potential for attractive income that may also help hedge against inflation. Explore real opportunities in real assets.
Related articles
U.S. Treasury yields declined last week despite stronger-than-expected inflation data, as the market moves to price in higher odds of earlier Federal Reserve tightening and somewhat lower longer-term growth and inflation.
Global equities were mostly lower last week, with the notable exception being emerging markets, which added 1.7% thanks in large part to a positive surprise from Chinese exports.
After the reopening and reflation, investors are looking for a new theme.
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