Houseview real assets

The past few years have been characterised by higher inflation, interest rates and volatility. After a period of monetary tightening, inflation is gradually approaching target levels. With this stabilisation in sight, central banks are expected to cut interest rates again after a period of significant interest rate increases. Despite short-term uncertainty, a.s.r. real assets investment partners sees opportunities for real assets to benefit from megatrends in the long term. The main megatrends for real assets are ESG & climate change, demographic change and technology & innovation. In this summary, a.s.r. real assets investment partners provides a high-level insight into the opportunities for real assets to capitalise on these megatrends.