Investors are increasing allocations to real estate and infrastructure as they look to diversify their portfolios with inflation sensitive assets. Surging commodity prices are also making natural resources a more attractive asset. However, real assets come with real risks, such as supply issues, high transaction costs, and the impact of geopolitical conflict on global infrastructure. This panel will predict which assets will perform better in a recession, and share best practices on how to assess risks while generating returns.

Moderator: Eric Topolnisky, Regional Director, RioCan REIT

Speakers:
Alexander Chase, Manager, Real Assets, NAV CANADA Pension Plan
Evin Joseph, Analyst, Investments, Oxford Properties Group
Ali Zaidi, Head of Real Assets Research, FTSE Russell
Shoaib Baig, Principal, Investment and Risk Consulting, Telus Health