About this episode

Tyler Rosenlicht discusses the shift from an era of abundance to scarcity and the importance of real assets in investment portfolios amidst rising inflation.

The investing playbook may be changing—and Tyler Rosenlicht, Portfolio Manager, Global Infrastructure at Cohen & Steers, says investors need to be ready. In this episode of In the Money with Amber Kanwar , Rosenlicht makes the case that we’re moving from an era of abundance to an era of scarcity—where inflation is higher, more volatile, and driven by structural shifts like deglobalization, supply chain reshoring, and rising geopolitical risk. He explains why real assets—like infrastructure, natural resources, and commodities—could play a much bigger role in portfolios, and why now may be the time to move to the higher end of allocation ranges. Rosenlicht breaks down how this new regime changes everything—from how we think about inflation protection to why traditional portfolios may struggle. He walks through the case for energy, why oil should be viewed as a long-term “perpetuity” rather than a declining asset, and how underinvestment and supply constraints are setting up opportunities across commodities like copper, uranium, and gold. He also explains why infrastructure—from pipelines to data centers to power generation—offers a rare combination of stability, inflation…

People in this episode

Host: Amber Kanwar

Guest: Tyler Rosenlicht

Topics covered

• inflation
• real assets
• investment strategies
• infrastructure
• commodities
• geopolitical risk

Keywords

• inflation protection
• real assets
• infrastructure
• commodities
• energy
• geopolitical risk

Mentioned in this episode

Organizations: Cohen & Steers

Products: Suncor Energy, Canadian Natural Resources, oil, copper, uranium, gold

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