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Inflation & Interest Rates

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
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Overview

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.

Insights

Multi Strategy

Three strategies for building inflation-resilient portfolios

Extraordinary policy measures may be tilting inflation risks to the upside, reinforcing the need for diversifying assets that tend to respond well to unexpected inflation.

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Listed Infrastructure

Infrastructure tailwinds could get a boost from $2T Biden plan

The President’s proposal would add fuel to infrastructure themes in clean energy, data growth and an economic recovery, potentially strengthening an already attractive environment for listed infrastructure businesses.

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Listed Real Estate

Rising rents matter more to REITs than rising rates

A strengthening economy may drive interest rates higher, but it can also give landlords greater ability to raise rents, which has historically supported attractive REIT returns.

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Videos

Listed Real Estate

Real estate and inflation

4:37
Listed Infrastructure

Hedging inflation with infrastructure

5:59
Listed Infrastructure

Stimulus proposal could add fuel to infrastructure tailwinds

4:49
Listed Real Estate

REITs in a rising rate environment

5:54
Listed Infrastructure

The path ahead for global listed infrastructure

6:54
Preferred Securities

Tax-smart income for rising rates

5:19
Preferred Securities

Preferred securities answer the call for tax-efficient income

4:49
Listed Real Estate

REITs offer 3 flavors of tax advantaged income

5:28
Real estate and inflation
Hedging inflation with infrastructure
Stimulus proposal could add fuel to infrastructure tailwinds
REITs in a rising rate environment
The path ahead for global listed infrastructure
Tax-smart income for rising rates
Preferred securities answer the call for tax-efficient income
REITs offer 3 flavors of tax advantaged income

Important Disclosures

This information is provided for informational purposes only, and should not be construed as legal or tax advice. You should consult your legal or tax advisor regarding your individual circumstances. Diversification does not guarantee a profit or protect against a loss.

The views and opinions are as of the date of publication and are subject to change without notice. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice and is not intended to predict the performance of any investment. We consider the information to be accurate, but we do not represent that it is complete or should be relied upon as the sole source of appropriateness for investment. There is no guarantee that any historical trend illustrated above will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that a market forecast set forth in this commentary will be realized.

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Cohen & Steers is a global investment manager specializing in liquid real assets, including real estate securities, listed infrastructure, commodities and natural resource equities, as well as preferred securities and other income solutions.

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