All Real Assets articles – Page 6
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Special Report
Real Assets: A raw deal from raw materials?
Poor performance is causing some investors to question why they got involved in commodities. But Martin Steward finds that now could be just the wrong time to sell
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Special Report
Real Assets: Staying tuned
Martin Steward found a different take on recent investor mood music around the asset class and a robust case for allocation when he spoke to one of the largest commodities managers
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Special Report
Real Assets: Price to earnings
Helen Fowler looks at how an equity portfolio could be optimsed for inflation sensitivity
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Special Report
Real Assets: Understanding inflation shocks
Kurt Winkelmann and Raghu Suryanarayanan model asset returns under inflation shocks as a first step to designing genuinely inflation-sensitive portfolios – itself the first step towards broader macro-sensitive portfolios
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Special Report
Real Assets: No real growth
In the aftermath of QE, inflation-plus multi-asset funds seemed like an idea whose time had come. Charlotte Moore asks why they failed to catch on
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Special Report
Real Assets: The ultimate real asset?
Daniel Ben-Ami considers the fundamentals behind gold and what they mean for its role as a portfolio allocation
