Season 3 Episode 32:
Tour de Real Assets with Andy Jacobson
4 May 2022
You can listen to our podcasts online via the player below or search for 'Investment Uncut' and review, rate and subscribe on Apple Podcasts, Spotify, Pocket Casts or SoundCloud.
This week we’re joined again by LCP’s head of Real assets research, Andy Jacobson. During a difficult year for investors, Real assets are in the spotlight for all sorts of reasons: potential portfolio diversifiers, protection from higher inflation, and also risks from decarbonisation and changes to energy strategy.
At the same time, we’re seeing a rotation into newer styles of real asset investing including global property, digital infrastructure and renewables. We cover a huge range of terrain in the conversation which is a must-listen for any investors interested in Real assets.
How should we think about real assets in the context of high inflation?
How should we think about real assets in the context of climate change and the government’s new energy strategy?
Any broader ESG issues to focus on?
Latest on property views including global vs the UK
Latest on infrastructure – including renewables as an asset class and sector-focused compared to broader mandates
How are investors allocating to real assets
Next research projects: what Andy is looking at/focusing on in the next 12 months
What's one thing to take away?
There’s an underappreciation of what long term really means especially in the context of big structural mega themes. Going in with your eyes open and resisting the temptation to overreact on short term noise, these are multi-year investments and it’s essential to approach with that mindset.
- Book series: Dune
- Investment Uncut: Latest on UK Property and Real Asset investing with Andy Jacobson
- Investment Uncut: Global property investing with Andy Jacobson
How to access our podcasts
You can access all our podcasts across all major audio platforms via computer or devices.
Each LCP investment uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.