Real Assets: Returning to Fundamentals
In today’s era of persistent economic fluctuations and market uncertainty, a solid understanding of real assets has never been more critical. Both private and listed real assets—especially real estate and infrastructure—continue to serve as foundational pillars for investors seeking resilience, capital preservation, and sustainable long-term growth.
By returning to investment fundamentals, investors gain the ability to more effectively evaluate opportunities, mitigate risk, and position their portfolios to endure cycles of volatility. Beyond their role in diversification, real assets offer tangible, intrinsic value and the potential for consistent income generation. They are also uniquely aligned with long-term structural trends, from urban development and digital infrastructure to the global transition toward sustainability.
In this environment, real assets are not just a defensive tool—they are a forward-looking strategy
for building durable portfolios that can thrive amid uncertainty