Alternatives: What is really going on with real assets

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After embracing alternative investment strategies – and particularly real assets – over the better part of the past decade, the significant increase in interest rates over the last 18 months has called into question the role that these strategies play in a portfolio. While high quality fixed income yields are now comparable to what is available in real estate and infrastructure, this is an incomplete analysis of the situation. 

Importantly, real assets provide a hedge against inflation, diversification and potentially a more durable source of yield than what will be available in fixed income over the longer-term. Furthermore, some of the unloved areas of these asset classes may provide investors with an opportunity for growth, particularly as valuations continue to re-rate.

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All investments contain risk and may lose value. This material has been prepared and issued by JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919). It is for general information only, without taking into account your objectives, financial situation or needs and does not constitute personal financial advice. Before making any decision, it is important for investors to consider the appropriateness of the information and seek appropriate legal, tax, and other professional advice.

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