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Aviva Investors

2023 Top 500 ranking: 96

Update on drivers in Real Assets - Q2 2019

Update on drivers in Real Assets - Q2 2019

Fears of a potential global economic slowdown have put interest rate rises on hold. Longer duration assets (infrastructure debt and equity, real estate long income) should capture the higher capital gain if long-term rates fall but are quite insensitive to short-term rates. Despite higher leverage in infrastructure versus real ...

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