Global Investment Themes For Specialty Assets

With all eyes on Washington, daily distractions can divert even the most disciplined investors. Yet for the long- term investor, specialty assets provide an opportunity to drown out the noise and focus on fundamental global secular trends. In his newest paper, Joe Quinlan, Head of Market & Thematic Strategy, Bank of America Global Wealth and Investment Management and U.S Trusts points to how three themes, global food security, an emerging middle class, and rising urbanization pair well with investing in hard assets such as farmland, timberland and commercial real estate.

1. Global Food Security:

As the global population rises, demand for food to provide for 2.3 billion additional people by the middle of the century is set to outpace agricultural supply. The...