Poised for a comeback


Stefan Löwenthal

  • Senior Vice President, Chief Investment Officer — Global Multi Asset Team
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After an unprecedented 2020 marked by the pandemic and turbulence, economic uncertainty has left many wondering when the world might return to normal. But 2021 could mean the tide is turning, and may favor real assets. In “Poised for a comeback: Real asset opportunities in 2021,” the Macquarie Multi-Asset team reviews the impact on a number of real asset areas, such as clean energy, the oil market, transportation infrastructure, food prices, and real estate.

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The views expressed represent the investment team’s assessment of the market environment as of January 2021, and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice. Views are subject to change without notice.

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Investment strategies that hold securities issued by companies principally engaged in the infrastructure industry have greater exposure to the potential adverse economic, regulatory, political, and other changes affecting such entities.

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REIT investments are subject to many of the risks associated with direct real estate ownership, including changes in economic conditions, credit risk, and interest rate fluctuations.

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