Real Assets – real solutions

Presented by

Christoph Schumacher, Michael Strzelecki and Julie Koeninger - Manulife Investment Management

About this talk

Against a backdrop of slowing economic growth, surging inflation and low but rising interest rates, timberland and agriculture demonstrate unique characteristics to navigate a highly uncertain market environment, while also offering attractive risk-adjusted returns and sustainability benefits. Join Christoph Schumacher, Global Head of Real Assets, Private Markets, Michael Strzelecki, Managing Director and Senior Portfolio Manager, Timberland and Julie Koeninger, Managing Director, Agriculture as they discuss the attributes that timber and agriculture offer which include portfolio diversification, a natural inflation hedge and yield. The team also share their thoughts on how real assets can provide solutions for three of the world’s greatest challenges—climate change, nature loss and rising inequality. --- Presented by: • Christoph Schumacher, Global Head of Real Assets, Private Markets, Manulife Investment Management • Michael Strzelecki, CFA®, Managing Director, Business Development, Senior Timberland Portfolio Manager, Manulife Investment Management • Julie Koeninger, CFA®, Managing Director, Business Development, Timberland and Agriculture, Manulife Investment Management

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