Inflation & Interest Rates

Inflation & Interest Rates

With inflation concerns top of mind, many investors are turning to real assets and alternative investments that have historically responded well in inflationary periods. Browse our latest content to learn how these strategies can potentially support inflation-resilient portfolios.

Many investors are positioning portfolios for higher inflation and rising interest rates

Aggressive fiscal and monetary policies could drive inflation and interest rates higher

Real assets feature inflation-linked economic drivers

Alternative income solutions offer reduced sensitivity to rising interest rates

With inflation concerns top of mind, many investors are turning to real assets and alternative investments that have historically responded well in inflationary periods. Browse our latest content to learn how these strategies can potentially support inflation-resilient portfolios.

3 reasons to consider preferreds when rates are rising
September 2022 | 10 mins
Preferred securities have characteristics that can potentially help mitigate the effects of rising interest rates.

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.
Inflation Reduction Act is a net positive for listed infrastructure
August 2022 | 3 mins
The Inflation Reduction Act of 2022 (IRA) addresses three key areas: climate issues, corporate taxes, and healthcare.

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Real assets: The benefits of the blend

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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

Portfolio Adviser: Why real assets today

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History shows that including real assets in a portfolio may provide inflation sensitivity, greater portfolio diversification, and attractive risk-adjusted returns over full market cycles.

Defending against inflation with real assets

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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.

Real assets: The benefits of the blend Real assets: The benefits of the blend

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

Watch video

Portfolio Adviser: Why real assets today

History shows that including real assets in a portfolio may provide inflation sensitivity, greater portfolio diversification, and attractive risk-adjusted returns over full market cycles.

Watch video

Defending against inflation with real assets

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.

Watch video

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