Workshop #6 and #12: Real Asset Investing, Lies, Damn Lies, and Statistics

Tuesday, April 30, 2013 -
9:30am to 10:30am

Session type:

Growth in emerging markets is producing what some investors view as secular, long-term, global demand for real assets. Investors are examining how to gain exposure to this uncorrelated asset class while being faced with a challenging landscape that includes low gross domestic product growth, high-volatility global equity markets, a weakening dollar, and a low interest-rate environment that has spanned several decades. This session will explore a variety of ways that attempt to do this, including investing in securities, futures, and long-short strategies. This session will examine real assets – past and present – and their outlook for 2013–2014.