Mastodawn

Analysts say surging oil prices won't trigger 1970s-style stagflation as dollar strength, different economic structures, and absence of small-cap rebound patterns distinguish current conditions from past crises, though shift toward real assets may emerge.
#YonhapInfomax #Stagflation #OilPrices #DollarStrength #SmallCapStocks #RealAssets #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=109907

Stagflation Fears Grow Amid Oil Price Surge — How This Time Differs From the 1970s

Analysts say surging oil prices won't trigger 1970s-style stagflation as dollar strength, different economic structures, and absence of small-cap rebound patterns distinguish current conditions from past crises, though shift toward real assets may emerge.

Yonhap Infomax

Jorge Tijerino Dec 10

Great time moderating the #RealAssets panel at #ALTSMIA.

Big thanks to Terrance Davis, Aoifinn Devitt, and Jesse Krynak for the insights on infrastructure and critical minerals. The energy transition investable universe is only getting bigger.

Newsramp Nov 12

PATRIZIA SE delivers strong Q3 2025 results: EBITDA jumps to EUR 44.6m, AUM at EUR 56.3bn, raising full-year guidance with strategic focus on infrastructure and living sectors. Cost discipline drives financial performance. #RealAssets #Investing

muazn May 3, 2025

New article from Acclimetry “The Role of Alternatives: Incorporating Private Equity & Real Assets into Strategic Allocation.” Key points:

• Illiquidity premium ≠ risk you can’t manage; it’s return you can earn with discipline.
• Infrastructure & RE offer real-return buffers against inflation.
• Diversification benefits kick in precisely when 60/40 correlations spike.

Read the article: https://acclimetry.com/the-role-of-alternatives-incorporating-private-equity-and-real-assets-into-strategic-allocation/

#Finance #PrivateMarkets #RealAssets

The Role of Alternatives: Incorporating Private Equity and Real Assets into Strategic Allocation - Acclimetry

Discover how institutional investors can incorporate private equity and real assets into portfolios beyond the traditional 60/40 model.

Acclimetry

acemaxx Sep 18, 2023

A 60/40 portfolio of #stocks and #bonds remains one of the best starting points, offering the potential for #growth and income. And to add an additional element of diversification, alternatives such as #realassets can help protect against risks around #inflation - notes Madison Faller @JPMorganAM