2024 HMC Asset Allocation Report – Real Assets

Real assets exhibit remarkable adaptability in diverse economic landscapes, making them inherently compelling. During times of heightened inflation, these assets shine, leveraging their effectiveness as inflation hedges to outperform other asset classes. Offering not only inherent protection against inflation but also backed by contractual safeguards, they ensure stable cash flows and demonstrate resilience in the face of market volatility.

In recognition of prevailing market dynamics, this report highlights key themes and provides discerning perspectives on compelling investment opportunities across global markets and sectors for the year 2024, offering strategic insights for better-informed decision-making.

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