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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
On This Page:
ON THIS PAGE:

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

Listed Infrastructure

Listed Infrastructure in 2022: Factors aligning for increased investor attention

Even after strong performance in 2021, listed infrastructure stands to potentially benefit in 2022 from a favorable macro backdrop, investors’ search for inflation protection and attractive valuations. 

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Listed Real Estate

REITs: Forces aligned for growth in 2022

REITs in 2022 appear well positioned to benefit from a sustained demand recovery, the inflation-hedging characteristics of real estate and attractive relative valuations.

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Multi Strategy

P&I interview with Vince Childers: Inflation protection strategies

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.

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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

Multi Strategy

Portfolio Adviser: Why real assets today

4:14
Multi Strategy

Defending against inflation with real assets

6:15
Listed Real Estate

REITs: Forces aligned for growth in 2022

3:37
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
Portfolio Adviser: Why real assets today
Defending against inflation with real assets
REITs: Forces aligned for growth in 2022
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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