Kurt Edwards, CIPM’s Post

Real assets are naturally cyclical – every downturn carries with it the seed of the recovery. This downturn has been somewhat special as capital values have not suffered due to a weak economy or an oversupply but a shift in interest rates. However, the fundamentals of the coming recovery are there. Read more in our insights into #PrivateMarkets! https://bit.ly/45K4gub #RealEstate #PrivateEquity #PrivateCredit #Infrastructure #Alternatives #Foodandagriculture #AssetManagement #ShareUBS

Real assets are naturally cyclical – every downturn carries with it the seed of the recovery. This downturn has been somewhat special as capital values have not suffered due to a weak economy or an oversupply but a shift in interest rates. However, the fundamentals of the coming recovery are there. Read more in our insights into #PrivateMarkets! http://from.ubs/6045YtHqW #RealEstate #PrivateEquity #PrivateCredit #Infrastructure #Alternatives #Foodandagriculture #AssetManagement #ShareUBS

Real assets are naturally cyclical – every downturn carries with it the seed of the recovery. This downturn has been somewhat special as capital values have not suffered due to a weak economy or an oversupply but a shift in interest rates. However, the fundamentals of the coming recovery are there. Read more in our insights into #PrivateMarkets! https://bit.ly/3XR2t4k #RealEstate #PrivateEquity #PrivateCredit #Infrastructure #Alternatives #Foodandagriculture #AssetManagement #ShareUBS

Real assets are naturally cyclical – every downturn carries with it the seed of the recovery. This downturn has been somewhat special as capital values have not suffered due to a weak economy or an oversupply but a shift in interest rates. However, the fundamentals of the coming recovery are there. Read more in our insights into #PrivateMarkets! https://bit.ly/4benh8U #RealEstate #PrivateEquity #PrivateCredit #Infrastructure #Alternatives #Foodandagriculture #AssetManagement #ShareUBS

Real assets are naturally cyclical – every downturn carries with it the seed of the recovery. This downturn has been somewhat special as capital values have not suffered due to a weak economy or an oversupply but a shift in interest rates. However, the fundamentals of the coming recovery are there. Read more in our insights into #PrivateMarkets! https://bit.ly/4eghS4d #RealEstate #PrivateEquity #PrivateCredit #Infrastructure #Alternatives #Foodandagriculture #AssetManagement #ShareUBS

Real assets are naturally cyclical – every downturn carries with it the seed of the recovery. This downturn has been somewhat special as capital values have not suffered due to a weak economy or an oversupply but a shift in interest rates. However, the fundamentals of the coming recovery are there. Read more in our insights into #PrivateMarkets! https://bit.ly/3Xx5tTk #RealEstate #PrivateEquity #PrivateCredit #Infrastructure #Alternatives #Foodandagriculture #AssetManagement #ShareUBS

Real assets are naturally cyclical – every downturn carries with it the seed of the recovery. This downturn has been somewhat special as capital values have not suffered due to a weak economy or an oversupply but a shift in interest rates. However, the fundamentals of the coming recovery are there. Read more in our insights into #PrivateMarkets! https://bit.ly/469hmRO #RealEstate #PrivateEquity #PrivateCredit #Infrastructure #Alternatives #Foodandagriculture #AssetManagement #ShareUBS

Last week, we shared the limitations of bonds as a safety haven due to their increasing positive correlation with stocks. In an ideal portfolio, the safety net should counterbalance the risky assets by showing negative correlation during market downturns and positive correlation during market upswings. Private Real Estate Debt may perfectly fit this role. As shown in the chart below, it provides the desired negative correlation during market declines and positive correlation during market rises, potentially offering both stability and growth potential. Don't settle for outdated strategies — adapt to modern solutions. Click here to see how Private Debt can potentially enhance your portfolio's performance and resilience: https://hubs.li/Q02DzKMb0 #RealTalkRealAssets #PrivateDebt #Investing #Portfolio ----- 𝘉𝘦𝘧𝘰𝘳𝘦 𝘦𝘯𝘨𝘢𝘨𝘪𝘯𝘨 𝘪𝘯 𝘢𝘯𝘺 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺, 𝘤𝘰𝘯𝘴𝘶𝘭𝘵 𝘢𝘯 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘳𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪𝘷𝘦 𝘵𝘰 𝘥𝘪𝘴𝘤𝘶𝘴𝘴 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭 𝘨𝘰𝘢𝘭𝘴 𝘢𝘯𝘥 𝘯𝘦𝘦𝘥𝘴, 𝘸𝘩𝘪𝘤𝘩 𝘸𝘪𝘭𝘭 𝘷𝘢𝘳𝘺.

INVEST NOW - Next Date: April 11th at 7.30 pm INVEST NOW – WHY YOU NEED TO ACT TODAY TO BECOME A WINNING INVESTOR IN A HIGH-INFLATION WORLD There is no need to labour the point that we’re living in a world where inflation is high and interest rates are way up too. Does this mean you should sit and wait to invest? Absolutely not. Time is both your enemy and your friend. Property investment is about time IN the market. REGISTER HERE: https://lnkd.in/gRA9qEc #FINWELLGROUP #FINANCIALSERVICES #FINANCIALPLANNING #INVESTNOW

The growing need for upgraded infrastructure around the globe creates ample opportunities for private capital to help close the funding gap. Private infrastructure investments can offer diversification, stable income, downside risk protection, and inflation hedging, making them a resilient option across various economic conditions. Read more about the private infrastructure asset class, including its historical performance, opportunities, and risk considerations, in our recent insight: https://lnkd.in/gNFA8q4R #wealthmanagement #privateequity #privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH