With the Russia-Ukraine war putting additional upward pressure on commodity prices, many investors are turning to real assets, which have historically responded well during periods of inflation.
Vince Childers, CFA, Head of Real Assets Multi-Strategy, discusses how real assets may be a particularly compelling allocation in today’s environment, offering:
1. Outperformance potential in inflationary periods
2. Diversification potential
3. Historically strong returns with less volatility
4. Attractive relative discounts