Real assets can offer protection against high inflation
They have a history of ‘helping portfolios’ when markets are ‘challenging for stocks and bonds’
Author: Adam Lewis
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Investor optimism on the rise
With demand for ESG also going up
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Look to India and China for uncorrelated assets
With a gain of 6.1% – the MSCI India Index was the top performer in May
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Back equities over bonds to combat inflationary environment
‘We are seeing greater ability to pass through rising costs than we have seen for the last 20 years’
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Flaw in multi-asset funds exposes investors to greater risk
Close correlation between fixed income and equities to lead to ‘meagre returns’
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What investors should look for in post-pandemic opportunities
Traditional strategies may not make the cut anymore and people should get ‘creative’ with their portfolios
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Is it finally the era of Japanese equities?
‘Corporate debt is fairly low and companies, on the whole, are managed sensibly and conservatively’
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Recovery gives UK equities a shot in the arm
Companies whose fortunes are intertwined with the easing of restrictions among the most sought after
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What will higher inflation and bond yields mean for equities?
There are two potential spanners that could be thrown into the works
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Income investors flock to commercial property trusts
As liquidity concerns repel them from open-ended funds
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Investors still clinging to their US ‘security blankets’
Despite data showing an outflow of £1.6bn from US equities in Q1
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Are multi-asset portfolios set for a shake up?
Questions around whether bonds offer the same protection against market shocks