Real Inflation Risk Requires Real Assets
Many investors have never experienced the destructive portfolio impact high inflation can inflict. Investors last faced inflation risk in the early-to-mid 2000s, with the most notable bout of inflation occurring in the 1970s. Over the last several months, the inflation debate has evolved from whether there would be any inflation at all to how high and how long it will last. As a result, the need for investors to reconsider their portfolio exposures has taken on even more importance.
In this upcoming webcast, join Lara Crigger, Managing Editor for ETF Trends and ETF Database, and David Schassler, Portfolio Manager and Head of Quantitative Investment Solutions for VanEck, for an examination of current inflation drivers and other topics including:
- How to adapt allocations, using real assets, including gold, commodities, and natural resources equities
- Parallels to the high inflation regimes of the 1970s and 2000s
- Historical real asset outperformance compared to traditional assets
- How to hedge inflation risk in today’s market 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
Lara CriggerManaging Editor
ETF Trends and ETF Database