Alex Farlow: Real assets and their role in multi-asset portfolios

A key attraction of multi-asset solutions is the potential diversification benefits they can offer. By investing in a portfolio with exposure to a range of securities across equity and fixed income markets, investors can spread their risk and capture the potential upside from a variety of difference sources.  Differing asset classes typically exhibit distinct characteristics and this lack of correlation can potentially provide a buffer to investors during times of market duress. Whilst historically multi-asset portfolios favoured a mix of equities and bonds to achieve this diversificatio...