Cohen and Steers: FOMO, reversals of fortune and opportunity in real assets
Vince Childers and Jeffrey Palma discuss avoiding the hindsight trap in portfolio allocations
Real assets
-
-
MSCI: Private credit continues to outperform private equity in Q2
Venture capital dips into the red for Q2
-
Could lower interest rates boost the case for real assets?
Strong August for the asset class has reminded investors of its strength as a diversifier
-
Three quarters of advisers eyeing larger real assets allocations
70% of the professionals questioned predicted a challenging investment environment this year
-
European life insurers expect private assets regulatory reform will boost allocations
Two thirds of an AlphaReal survey said that reform of legislation, including the Solvency II directive, supports greater allocation