Pensions and Investments interview with Vince Childers: Inflation protection strategies

 

Vince Childers, CFA

Head of Real Assets Multi-Strategy

More by this author

10 minute read

January 2022

Share

Download Report

Reprint

Coming off a 30-year high in the U.S. Consumer Price Index in October 2021, institutional investors have been concerned with whether the recent inflation spike signals the start of a new and persistent phase of higher inflation or a transitory hike. Pensions & Investments spoke with Vince Childers, Head of Real Assets Multi-Strategy who shared his recommendations for institutional investment portfolios.

Timestamps and questions:

0:40 – What is your view on inflation & what are its drivers today?
3:18 – What role can real assets play in protecting portfolios from long term inflation?
6:24 – Could you talk about valuations and where Cohen & Steers is overweight in real assets portfolios?

ABOUT THE AUTHORS
Author Profile Picture

Vince Childers, CFA, Senior Vice President, is Head of Real Assets Multi-Strategy and a portfolio manager for Cohen & Steers’ real assets strategy.

FURTHER READING

Recession or not, growth is slowing: Our macro team’s view

August 2022 | 10 mins

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

Real assets: The benefits of the blend

June 2022 | 5 mins

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

Inflation fighters: The case for real assets

May 2022 | 22 mins

Real assets—including real estate, infrastructure, commodities and resource equities—may offer an effective solution amid inflation risks.

1996401