Is it time to reconsider real assets?

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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The $2T market still running on spreadsheets

How blockchain is transforming private credit.

• The private credit market, valued at $2 trillion, still largely relies on inefficient, spreadsheet-based systems, leading to lengthy funding cycles.
• Blockchain technology is transforming private credit by enabling onchain loan lifecycles, from origination to repayment, significantly compressing funding and operational times.
• While tokenization can improve ownership wrappers, the true value lies in creating digitally native loan lifecycles on shared, reliable infrastructure, attracting institutional capital and reducing operational costs.

Topics: Private market, Infrastructure providers, Scalability, Private credit debt funds, Tokenization platforms, Market depth liquidity

Tags: #privatecredit #tokenization #blockchain #spreadsheets #onchain #fundingcycle #assetbackedfinance #operationalefficiency #institutionalcapital #avalanche

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