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CA
Transcript: Collapsing correlations boost real-assets appeal
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Investment Executive
For today’s Soundbites, we’re talking about real assets with Vince Childers of Cohen & Steers.
Real assets are doing things that are very different, responding to different drivers in the market and the economy.
Changing correlationsVC: When I’m talking about correlations, I’m talking about how the returns are correlated between real assets and, say, a broad global equity index.
Here we are, in 2026, real assets are up north of 14%, solidly outperforming global equities with a near-zero correlation.
Resource equities is mostly about strong growth expectations and really, for us, the preferred way to express oil-price upside.