Interest rates have hit 0% and stocks have become overpriced and somewhat unreliable for income investors.
It's forcing investors all around the world to reconsider their asset allocation and adapt their portfolio for this new yieldless world.
And where are all these investors expected to seek refuge?
The answer is real assets. Think about commercial real estate. Distribution centers. Windmills. Timberland. Pipelines. Railroads… Anything that's tangible and a vital part of our infrastructure:
Over the coming 10 years, nearly $50 trillion is expected to shift from stocks and bonds into real asset investments: