A more robust discussion (for another blog post) is needed around additional benefits, risks, and how to gain access to each asset class as well as a comparison with other real asset investments like commodities and real estate.
Listening to Bill Gross
Thomas Biddinger
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Additional benefits might include environmental, uncorrelated to equity or fixed income markets, insensitive to interest rate movements, etc. Additional risks might include liquidity, counterparty, resource assessment and subsidy risks.