Market
Memos from Howard Marks: Ruminating on Asset AllocationRead the midyear outlook from Brookfield Public Securities Group.
As the second half of 2024 kicks off, the investment teams with Brookfield’s Public Securities Group believe we have entered an economic environment of moderate inflation, after having spent the last three years firmly in a high-inflation backdrop. This macro shift should support listed infrastructure and real estate, in their view, though the outlook for growth remains uncertain. Read more in the latest Real Assets Quarterly.