Despite the cautious outlook, real asset strategies such as REITs, GLI, Water, and Clean Energy will be favorable in 2024, wrote David Grumhaus, Jr., CIO at Duff & Phelps, in a recent post.
These strategies will provide diversification and defensiveness. With peak interest rates potentially behind, these real asset investments were seen as poised for a rebound due to higher dividend yields and more resilient earnings.
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