This week we’re joined again by LCP’s head of Real Assets research Andy Jacobson. During a difficult year for investors, Real assets are in the spotlight for all sorts of reasons: potential portfolio diversifiers, protection from higher inflation, and also risks from decarbonisation and changes to energy strategy. At the same time, we’re seeing a rotation into newer styles of real asset investing including global property, digital infrastructure and renewables. We cover a huge range of terrain in the conversation which is a must-listen for any investors interested in real assets.