Inflation
Real assets can offer protection against high inflation
They have a history of ‘helping portfolios’ when markets are ‘challenging for stocks and bonds’
What will higher inflation and bond yields mean for equities?
There are two potential spanners that could be thrown into the works
How have markets fared one year on from lockdown?
‘Government bonds, in theory a port in a storm, have provided no shelter’
How advisers can inflation-proof retirement pots
It is the ‘forgotten risk’ for savers and can have ‘devastating impact’ on pensions
Investment | 23 Feb 21
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’