Alternative investments in the 'new normal': Part I

Korea Post’s chief performance officer is Jurng Chuljoong. In a letter to AsianInvestor, he details his views on alternatives and where he sees investment opportunities. These are his personal views and do not necessarily reflect those of Korea Post. Here, in the first of a two-part series, he unveils his thinking on real assets including resources, real estate, infrastructure and forest land. Tomorrow he discusses private equity, special situations, alternative energy, venture …