Why invest in Real Assets?
By investing in Real Assets, you can potentially:
- Achieve effective portfolio diversification,
- Increase your potential to achieve a consistent real return above that of inflation, and
- Enhance potential long-term returns by taking advantage of global trends.
An investment in Real Assets is an investment in real tangible value. Real Assets are physical assets that have inherent scarcity such as real estate, infrastructure and agricultural land. Real Assets represent a compelling opportunity to capture attractive returns propelled by permanent long term structural changes in the global economy, such as urbanisation and the consumption growth of the middle classes in emerging economies.
Given the low correlation to financial assets such as stocks and bonds and the potential for outsized long term returns, we believe that Real Assets form an essential component of an effective investment portfolio.
Whilst the intrinsic value of Real Assets provides a foundation for growth, it is only through active management that true outperformance or “alpha” is derived.
Real Asset investing is a core competence of our firm. We deliver outperformance through our holistic investment process, establishing the right macro view given the current position in the economic cycle, and implementing this view through active selection, management and exit of the underlying asset.
Since 2010 Real Asset Management has been investing in Real Asset projects across Asia, delivering real value for our clients.