Market
Memos from Howard Marks: A Layman Thinks About AI
In Practice / General
Portfolio Evolution: Why Investors Are Evolving Fixed Income Portfolios with Real Assets
Allocations to infrastructure and real estate may enhance portfolio diversification and diversify sources of return.
As investors navigate changing interest-rate environments and evolving portfolio needs, real assets may offer new opportunities to complement traditional fixed income. Explore how infrastructure and real estate can help diversify income sources, enhance portfolio diversification and potentially provide greater resilience across market cycles.
