Dialing Up Diversity: Institutional Investing in Real Assets
Whether during traditional market cycles or in a world of pandemic-induced uncertainty, real assets can play a valuable role in institutional portfolios.
Commodities can serve an important role in a multi-asset institutional portfolio, both strategically, as a diversifying asset class or as an inflation or growth hedge, and tactically, as a return enhancer. Thought leaders from PGIM’s Institutional Advisory & Solutions (IAS) group and QMA’s multi-asset solutions team recently got together to discuss the challenges and possible opportunities for institutional investors investing in commodities. Following is a summary of their recent webcast.
Whether during traditional market cycles or in a world of pandemic-induced uncertainty, real assets can play a valuable role in institutional portfolios.
Existing investment research on gold-related assets has produced conflicting results about the role of gold in institutional portfolios.
How might gold perform both during and after the dramatic increase in volatility experienced in March 2020?