real assets

“I am a believer in real assets. I think as a person, you're ultimately trying to lock in Your and your family's ability to purchase. And so if you kind of break that up into what it is you're planning on purchasing, a lot of it can be mapped to a real asset po…”

“You need to make sure you have real assets and you probably should have a Diversified basket of real assets because inflation's weird. It reacts very differently to both expected and unexpected. There's no silver bullet.”

“I think you look at real assets, and traditionally infrastructure has had an inflation component, and most investors are probably under allocated to infrastructure and real assets.”

“Obviously constrained by the cost of replacement, and as the cost of replacement rises, inflation rises, they can hold value in a way that other things may not, as well as often having inflation linked income streams.”

“You have 25% real assets, and then about 15% really ballast that will always be there, and some of that is in fixed income, cash, a little bit of it is in some truly hedged alternative managers, which is, I think, the minority of the alternatives bucket for mo…”

“In the private markets, we think about allocating our portfolios half to 70% of it every year is in core private equity. 20 to 25% is in growth equity and venture. Mostly growth equity, although we've been leaning into venture the last couple years. 15 to 25% …”