Mercer Insights


Building a Real Asset Portfolio


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Executive Summary

A defining characteristic of real assets is that they are “hard” or “tangible” assets and provide ownership of a store of value. They tend to preserve value in inflationary environments and they can also serve as a diversifier within a growth portfolio, as a result of an expected lower correlation to equity-like asset classes.

Given current valuation levels, traditional fixed income investments are less attractive to investors as income generating assets, and uncertainty remains in equity markets — strengthening the case for real assets in client portfolios.

 

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