Featured Papers and Interviews with Industry Thought Leaders
Our latest Special Report focuses on the hot topic of real asset investing. Thanks to the sudden changes caused by the coronavirus crisis, a number of real asset sectors have faced some challenges in recent months, but disruption often leads to attractive opportunities for investors…
"Real Assets: In the eye of the storm" presents the latest insights on real assets, centering on infrastructure, real estate, and gold in particular. The report also discusses how in a reflationary environment, real assets tend to outperform financial assets. As investors become more confident of the economic outlook and/or wary that policymakers will target higher levels of inflation, we may see an increasing interest in this asset class over 2021.
Click to read: Real Assets: In the eye of the storm (Special Report, 2020)
This Special Report investigates the effects that the pandemic has had on real assets and where there are potential opportunities for investors.