Research Brief: Portfolio Implications of a Higher US Inflation Regime
Inflation’s impact on traditional equity-bond allocations and on those with more weight to assets with direct inflation exposure, like commodities.
Inflation’s impact on traditional equity-bond allocations and on those with more weight to assets with direct inflation exposure, like commodities.
Much has been written about inflation over the past year, with most of the debate focused on the nature of the increase: Is it permanent or transitory?
We suggest investors diversify their portfolios by allocating a portion to liquid real assets for more robust portfolio outcomes in the next decade.
Advantages of Including Market Participation Strategy (MPS) in Client Portfolios
Global growth, already slowing amid high inflation, is likely to come under more pressure as Russia’s invasion of Ukraine raises uncertainty.
Varied ESG needs of asset owners mean investment managers must offer tailored index solutions, like excluding certain sectors, without sacrificing returns.
Gauging the relative state of value in the overall stock market by examining the E/P spread.
^ Our adaptive investment processes that have been designed to help investors navigate a wide variety of market environments for over 40 years.
* As of Mar 31, 2022