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Exploring real assets: Opportunities and risks across the real-asset sectors

Perhaps no other market segment is as rich with dialogue as real assets — from the impact of vacillating oil prices to discussions on the value of maintaining a strategic allocation. This collection offers the latest thinking from our natural resources, utilities, real estate, and multi-asset investors.

 
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Dec 2016
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Real Assets Investment Breakfast

Authors: David Chang, CFA, ...

After a period of prolonged underperformance, real assets have broadly outperformed during much of 2016. David Chang (Commodities Portfolio Manager), Scott Elliott (Portfolio Manager and architect of our multi...

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Oct 2016
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Are we there yet? Reading potential inflation signposts

Author: Michael Medeiros, CFA

US core inflation is significantly higher than headline inflation. What accounts for this divergence? And will the gap narrow? Global Bond Strategist Mike Medeiros offers his perspective.

File under: Exploring real assets: Opportunities and risks across the real-asset sectors

 
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Oct 2016
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Will natural resource equities come out swinging next year?

Author: Jay Bhutani

What explains the dramatic rise in prices for natural resource equities? And can the rally continue? Jay Bhutani, portfolio manager and global industry analyst, takes a close look.

File under: Exploring real assets: Opportunities and risks across the real-asset sectors

 
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Apr 2016
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Is Chinese demand for industrial metals improving?

Author: John O’Toole

We are getting more optimistic on the metals markets as Chinese demand appears to be showing signs of improvement.

File under: Exploring real assets: Opportunities and risks across the real-asset sectors