P&I interview with Vince Childers: Inflation protection strategies

 

Vince Childers, CFA

Head of Real Assets Multi-Strategy

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10 minute read

January 2022

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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.

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