As the final quarter of 2024 kicks off, Brookfield's Public Securities Group sees a compelling case for allocating to listed real assets. Their relative performance has been on a strong upswing thanks to a backdrop that has shifted in their favor, with infrastructure and real estate equities both solidly outperforming the broader market in the third quarter. Looking forward, we believe these companies that own and operate the backbone of the global economy are better positioned to produce outsized earnings growth and investment returns than they have been in some time.

• Interest rates are moderating, as central banks around the world cut rates.
• Sector-specific tailwinds are supportive.
• There are benefits to being defensive.

Read more in the latest Real Assets Quarterly.