After a big shift in the markets, a question that many investors are raising is, do you really need real assets in your portfolio? There is indeed a need, but it is time to reevaluate the portfolios and your real assets investment objectives.

With the changes in the global economy, investors’ approach to real assets and different sectors have shifted, with infrastructure gaining attention and niche sectors top of mind for investors. Issues such as digitization, ESG and climate change are certainly leading the way.

Trends that once seemed to be a decade away, are hitting us now. What are the concerns and opportunities that investors are looking at now? Is the real assets market moving on the momentum of pre-existing trends or are the new opportunities and priorities replacing the market? Investors will explore and identify the sectors, strategies and geographies that will dominate the market in the future.

2022 is indeed a year for recovery but also a year of transition for investors to position their portfolios for the next market downturn!

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