In this article Mark Versey, CIO Real Assets, explains why he combined the real estate and alternative income divisions at Aviva Investors to create a real assets business.
The long-awaited shift in monetary policy appears to be resulting in a new volatility paradigm. That could have adverse consequences for US corporate bonds even if economic data holds firm, argues Joubeen Hurren.
In our latest real assets update, we check recent trends in UK property and infrastructure equity in a period of Brexit-related uncertainty.
Investors will favour real asset classes offering growth potential in an environment of increasing bond yields, argues real asset analyst Vivienne Bolla.