real assets

Latest news and analysis on real assets

Investment Theme

Revitalising the WAM Alternative Assets portfolio

It’s no secret that more investors are seeking alternatives as historically low interest rates and emergency levels of stimulus spending are making stocks and bonds...
Wilson Asset Management
Wilson Asset Management
Asset Allocation
Sponsored

Real assets to underpin infrastructure-led recovery

Ahead of the upcoming Pinnacle 2020 Virtual Summit, we asked three Real Asset and Infrastructure managers to share a chart from their presentation and explain its...
Livewire Exclusive
Livewire Markets
Asset Allocation

If you're not prepared for low rates, you'll work forever. Have you told your boss?

Many readers of Livewire will be either managing their own portfolios and want to be informed, or they have outsourced the management of their portfolios and are...
Mark Todd
Mark Todd
Bank of China
Macro

The case for real assets - building more resilient portfolios

We have not made any tactical changes to portfolios this month after last month’s decision to trim equities. We remain modestly overweight risk, led by our positioning...
Scott Haslem
LGT Crestone
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