LGT Wealth Management argues the current investment landscape warrants a reconsideration of real assets’ place in a portfolio.
- LGT Wealth Management suggests reconsidering real assets due to current market conditions, including inflation volatility and geopolitical risks.
- The firm highlights property, infrastructure, and asset-backed finance as key real assets that provide tangible cash flows, contrasting them with purely share-price driven investments.
- LGT advises investors to select real assets based on their profile, considering income generation, inflation linkage, and diversification across economic drivers, while acknowledging associated risks.
Topics: Asset types, Market cycles macro sensitivity, Real assets, Interest rate sensitivity, Inflation recession impact
Tags: #realassets #lgtwealthmanagement #inflation #geopolitics #property #infrastructure #assetbackedfinance #cashflows #diversification
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