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Global Markets Overview – May 2019

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May 30, 2019

May’s edition of Global Markets Overview highlights the additional tariffs in the US-China trade war, and certain EZ members announce a moderate fiscal stimulus.

In this month’s Global Markets Overview:

  • Similar to other risky assets, listed real assets are richly priced with risk premia likely approaching cyclical lows.
  • Spreads between real asset initial yields and (low) corporate yields are narrowing.
  • However, the greater reliance on income returns means risk adjusted returns of listed real assets are likely to be better vs. equities more generally.

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