Real Assets – Page 7
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Real Assets: The real risk from real assets
What is a ‘real asset’? And why would an investor want it?
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Real Assets: Sheltering under a roof
Property is limited in its ability to hedge inflation but it can certainly play a role. Rachel Fixsen and Lynn Strongin Dodds report on the diverse strategies to consider
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Real Assets: Pricing powers
Jennifer Bollen explores claims that infrastructure can offset inflation and asks if infrastructure portfolios can be optimised to protect against inflation
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Real Assets: Seeing the forest for the trees
A slow housing market during the financial crisis certainly hacked away some of timber’s appeal. But Joel Kranc finds that the long-term potential remains strong
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Real Assets: Performing in the real world
How well have direct investments in real assets performed over the long term? Martijn Cremers outlines the latest research, and challenges some assumptions about inflation protection and diversification
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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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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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Real Assets: Price to earnings
Helen Fowler looks at how an equity portfolio could be optimsed for inflation sensitivity
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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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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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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
