Our 2024 CMA outlines the general attractiveness of real and alternative assets compared to listed assets and confirms good opportunities in terms of risk/return profiles. The attractiveness of these assets is linked to the remuneration for the liquidity risk exposure.
- Amundi’s 2024 Capital Market Assumptions outlines attractive risk/return profiles for real and alternative assets and confirms the additional performance of these assets versus listed ones, linked to their remuneration for their liquidity risk exposure.
- Over the next 10 years, portfolio expected returns decrease slightly compared to last year for all investor profiles, as the returns of the investment universe are on average revised down. The strategic asset allocation will have to be even more diversified to cope with higher expected volatility in risky assets.
- Real and alternative assets are attractive as they help enhance portfolio risk-adjusted returns. Investors will have to carefully calibrate their liquidity profile. Investors could consider a building block dedicated to Real and alternative assets, separate from the rest of their liquid assets.
You can now read the full whitepaper at the link below
