Inflation is Here. Time to Get Real with Real Assets
Many investors have never experienced the prevailing concern of today’s market – high inflation.
Over the last several months, the inflation debate has evolved from whether there would be any at all to how high it will go and how long it will last. With the first part of the debate seemingly settled and the answers to the magnitude and duration questions pointing toward higher and persistent, the need for investors to reconsider their portfolio exposures has taken on even more importance. Historically, real assets, including gold, commodities, and natural resources equities, have acted as viable solutions to offset the detrimental impacts of inflation.
In this upcoming webcast, topics will include:
- High Inflation Regimes of the 1970s and 2000s
- Real Asset Outperformance as compared to Traditional Assets
- Managing Portfolio Allocations to Hedge Inflation Risk in this Cycle
Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
David SchasslerPortfolio Manager and Head of Quantitative Investment Solutions Group