Private Markets   |   March 4, 2026

Strengthening Real Assets Portfolios Through Agriculture and Timberland Allocations

Most real assets portfolios are built on two pillars: infrastructure and real estate. There’s a third, and it’s often overlooked.

In our latest white paper, we leverage research by our investment experts to illustrate how natural capital can strengthen a real assets portfolio by adding a differentiated return engine – biological growth and land productivity – that is empirically associated with drawdown resilience and positive inflation sensitivity. 

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