Beyond 60:40 – What do real assets bring to the table?
It’s clear that clients appreciate rising investments and dislike losses. This basic fact drives the lasting appeal of absolute return strategies, which, while not guaranteeing outcomes, strive to deliver positive returns regardless of economic conditions.
The absolute return sector has undergone significant changes in recent years, with rising inflation and interest rates challenging the traditional 60:40 equity-to-bond portfolio.
Our latest report, created in collaboration with Sanlam, examines these shifts in the investment landscape and explores how incorporating real assets into a portfolio changes the picture.
In this report, we delve into:
- The rise in popularity of real assets within private markets
- Recent changes in the absolute return sector
- Absolute return vs relative return
- Income and cash returns
- The impact of the Consumer Duty
Discover how these insights are reshaping investment approaches and what this means for future strategies.
Complete the form to download the guide