Senior Portfolio SpecialistMore by this author
6 minute read
After a choppy start, expectations are for global growth to slow in 2022, but for inflation to remain elevated. In this environment of stagflationary outcomes, many investors are turning their attention to real assets.
Senior Portfolio Specialist Michelle Butler explains the three key historical benefits of a strategic allocation to real assets: outperformance during inflationary periods, diversification potential and attractive total returns.
Defending against sustained inflation with real assets
We believe markets have transitioned to a new regime of slow growth and elevated inflationary risks. It’s an environment we believe warrants diversification and inflation mitigation. And it’s precisely the role that we feel real assets can fulfill. Watch why we think we are in a period of secular stagflation and what role real assets can play.
Recession or not, growth is slowing: Our macro team’s view
Our base case calls for a shallow recession as inflation peaks and central bank policies take hold. Here’s how we’re positioned across key strategies.
Real assets: The benefits of the blend
Investor approaches to employing real assets within their portfolio will vary. Whether looking to invest in individual asset classes or a multi-strategy blend, portfolio specialist