- Investors tend to allocate heavily to stocks, bonds and cash, but often ignore or under-allocate to real assets – based on real estate, infrastructure and commodities.
- In a low-growth, low-yield world, cash flow is king.
- In the long term, the inflation regime is likely to shift away from the disinflation observed over the last 20+ years.
- Focus on assets with a) an essential product or service, b) a positive real yield and c) consistent cash flows.
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