Pension funds are increasingly concerned with longer term inflation risks and asset classes with inflation- related returns look relatively attractive in current asset allocation decisions.
Within the Real Assets category, agricultural investments look particularly interesting because food prices and food inflation are largely uncorrelated to the main economic cycles globally, bringing genuine diversification. Additionally, careful deployment of capital into the agricultural sector can create enormous positive environmental, climate and social impacts, as we have shown in our funds.
You can now read the full ‘Thought Leadership’ article from SilverStreet Capital at the link below
Supporting documents
Click link to download and view these filesSilverStreet Capital - IPE Real Assets JanuaryFebruary 2022
PDF, Size 0.25 mb