- How hot is the inflation pot?
How hot is the inflation pot?
Tuesday 06 April 2021
Higher inflation will have huge investment implications and any portfolio construction exercise should be approached with this regime shift in mind. To build an inflation proof portfolio, investors should consider increasing their allocation to assets such as inflation linked bonds, real assets mainly real estate and infrastructure and commodities.
Higher inflation will have huge investment implications and any portfolio construction exercise should be approached with this regime shift in mind.
Investment Insight Blue Paper December 2020
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