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.
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.
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/
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