Asset Allocation 2025 – Real Assets

2025 marks a pivotal year for global markets and real assets, with strategic opportunities emerging in an evolving economic landscape.

Infrastructure remains a key pillar, driven by energy transition, digitalization, and urban growth, offering stable and resilient returns even in times of uncertainty.

In the real estate sector, the combination of declining interest rates and a recovery in areas like multifamily and industrial properties is opening new doors for investors. This report details how to identify key assets that maximize risk-adjusted returns while addressing the current market challenges.

Finally, the analysis delves into how investors can capitalize on long-term trends in sustainable and diversified assets. Whether exploring new opportunities in real estate or strengthening portfolios with innovative strategies, this report provides the tools you need to make informed decisions in the year ahead.

Read the full HMC Capital Asset Allocation Report 2025 – Real Assets.

This report is part of a series of three:
Asset Allocation 2025 – Real Assets
Asset Allocation 2025 – Private Debt
Asset Allocation 2025 – Private Equity, covering strategies such as Buyout, Venture, Growth, Co-Investments, and Secondaries (coming soon)

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