Real assets can offer protection against high inflation
They have a history of ‘helping portfolios’ when markets are ‘challenging for stocks and bonds’
Inflation
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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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How have markets fared one year on from lockdown?
‘Government bonds, in theory a port in a storm, have provided no shelter’
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How advisers can inflation-proof retirement pots
It is the ‘forgotten risk’ for savers and can have ‘devastating impact’ on pensions
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We are not out of the inflation woods yet
But ‘incorporating a hedging asset is no free lunch, as it may increase a portfolio’s risk profile’
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Do government bonds offer the same level of protection?
‘Now more than ever, investors must focus on diversification’
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UK pensions lifetime allowance set to increase by 0.5%
And government expected to keep triple lock promise with 2.5% rise in 2021/22
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UK government plans to reform RPI could cost savers £122bn
People with life insurance, pension policyholders and DB scheme members will be most affected
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Singapore healthcare inflation skyrockets in 2018
It rose 10 times faster than economic inflation and is set to grow further in 2019
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Combatting the inflation threat
Investors need to be focusing more attention on the potential for rising rates – both inflation and interest – and the implications for fixed income portfolios as global economic growth conditions continue to improve, says Neuberger Berman’s Jon Jonsson.
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UK inflation drop raises questions over rate increase
UK consumer price inflation fell sharply to the lowest rate in a year last month, raising questions over the Bank of England’s (BoE) direction on interest rates.
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Inflation? Not as I know it…
Discussing inflation and interest rates at a dinner party is a sure-fire way to lose friends. For investors fighting against the tide of today’s backdrop though, it’s a topic that simply isn’t being talked about enough.