Market / Multi-Asset Solutions
Real Assets Quarterly

As tariff-induced uncertainty contributed to a volatile start to the quarter, listed real assets illustrated the role they can play in portfolios—exhibiting far less volatility than broad market counterparts.

08.05.2025

As tariff-induced uncertainty contributed to a volatile start to the quarter, listed real assets illustrated the role they can play in portfolios—exhibiting far less volatility than broad market counterparts.

Given the current backdrop of uncertain government policy, heightened geopolitical tensions and inflation risks, real assets are seen as particularly well-positioned and attractive relative to broader market exposures.

In this issue, Brookfield's Public Securities Group takes a closer look at investment opportunities and key considerations for infrastructure equities, real estate equities, real asset debt and multi-asset solutions.