Closed-End Fund Commentaries
Jan 30, 2017
Click here to access Unlocking Historic Value in Real Assets as the Economy Shifts Gears
With prices of U.S. financial assets near all-time highs, we believe real assets offer an investment opportunity in inexpensive assets poised to move higher. The two views of relative value shown below offer a similar takeaway: real assets appear significantly undervalued on a historical basis. We believe the combination of a strengthening economy, rising inflation prospects and attractive relative value signal a potentially compelling opportunity for allocating to real assets.