FYI: Vince Childers, CFA and portfolio manager of the Cohen & Steers’ real assets strategy, says that liquid real assets are the “alternative” liquid alt in a new whitepaper. By “liquid real assets,” Mr. Childers is referring to real estate, commodities, natural resource equities, and listed infrastructure; and his arguments is that these alternative asset classes complement each other very well while advancing a portfolio’s three core objectives: diversification, total return, and inflation hedging.
Regards,
Ted
http://dailyalts.com/liquid-real-assets-alternative-liquid-alternatives/