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Liquid Real Assets Market Update

Prepared by DWS.

Offering an update on liquid real assets markets and positioning, we invite you to listen to a recording of DWS's recent webinar featuring Bob Thomas, Co-Head of Real Estate Securities, Americas & Investment Strategy – Liquid Real Assets and Taylor Smith, Co-Head of Commodities & Natural Resources Equities & Head of Investment Strategy – Liquid Real Assets.

In this webinar from 26 March 2026, Taylor discussed how the Iran conflict is affecting commodity markets with a focus on energy and precious metals, while Bob provided a market update on recent listed real estate performance and fundamental trends across key real estate sectors.

Topics included:

  • What’s changed in the Middle East conflict and why it matters for global energy, commodities, and inflation risk
  • Beyond oil – LNG, industrial metals, and input cost pressures investors are underestimating
  • Listed real estate performance drivers and key sector trends DWS are monitoring
  • What DWS are watching next and how this feeds into markets relevant for real asset portfolios
17 April 2026
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Important information

This content has been prepared by DWS Investments Australia Limited ABN 52 074 599 401 AFSL 499640 (DWS), and the content has not been reviewed by ASIC. Ironbark Asset Management (Fund Services) Limited ABN 63 116 232 154 AFSL 298626, trading as Ironbark Investment Solutions (Ironbark) has been given permission by DWS to share this video. The views expressed in this video are solely those of the individual presenter(s) and do not necessarily reflect the views, opinions or positions of Ironbark, its affiliates, employees or representatives. The performance returns disclosed relate to strategies managed by DWS.

The information contained in this material is intended for Wholesale investors and Adviser use only and has not taken into account an individual’s personal financial circumstances, objectives or needs. You should always consider the Target Market Determination (TMD) and Product Disclosure Document (PDS) before deciding whether to acquire or continue to hold an investment in a fund. These can be accessed at www.ironbarkfg.com.au/investment-solutions/our-funds or by contacting Ironbark on 1800 034 402. 

Past performance is not an indicator of future performance. While any forecasts, estimates and opinions provided in this material are made on a reasonable basis, actual future results may differ materially.