This content is from: Video Will Inflation Rise Again? A tight labor market and other key indicators suggest there’s more inflation ahead, according to Ned Davis Research’s Alejandra Grindal. March 14, 2023
This content is from: Video With Sticky Inflation, Euro Correction Could Worsen BCA Research’s Mathieu Savary is still long on the Euro — but he wouldn’t increase exposure now. By Staff March 07, 2023
This content is from: Portfolio REITs Can Hedge Inflation — But Not During a Market Crisis Allocators need a long-term time horizon if they want listed real estate to be an effective inflation hedge. By Alicia McElhaney February 21, 2023
This content is from: Portfolio PE Has Outperformed Stocks for Decades — And Especially During High Inflation From 1981 to 2021, PE funds delivered an excess annual return of 6 percent during periods of high inflation, according to KKR. By Hannah Zhang March 01, 2023
This content is from: Portfolio Here’s Proof That Stocks Were Never an Inflation Hedge Credit Suisse says that investors are relearning the law of risk and return, and advises them to adjust their future expectations accordingly. By Michael Thrasher February 24, 2023
This content is from: Portfolio With Regime Change, Institutions Are Rethinking Their Portfolios “Everything that didn’t work over the past 15 years are the things that I see institutions taking an interest in,” says Nuveen’s Nathan Shetty. By Alicia McElhaney March 21, 2023
