Battling Inflation and Fighting the Good Fight

The Allocator’s Armoury

In periods of uncertainty, knowledge is key. Our selection of papers aims to give the information you need to tackle tough times, plan ahead, and allocate not just to win the battle in the short-term, but also to prepare for what might be coming over the hill.

Real Estate Assets in Inflationary Environments (Columbia Threadneedle, 2022)

What does history tell us about how real estate investments hold up when inflation hits? This analysis suggests specific sectors have carried strong income and capital performance.

Future Focused: Insights into global ETF trends (State Street, 2022)

In hitting $1.3 trillion last year, the ETF market topped the 2020 record for net new inflows by 70%. State Street reviews this and future trends across Europe, APAC, and the U.S.

Updated Capital Market Assumptions and Strategic Portfolios (BlackRock, 2022)

For compliance reasons, this paper is only accessible in the United States and Canada

Enriched by a wealth of data, BlackRock provides a refresh to their Capital Market Assumptions, including their strategic views and expected returns by horizon and risk profile.

Podcast: Stewardship – Influencing the change towards net zero (MFS, 2022)

For compliance reasons, this paper is only accessible in certain geographies

A conversation with Fran Jahn-Madell, Director of Stewardship at MFS, covering active engagement, net zero targets, and investment impact measurement. Transcript available.

How Efficient an Inflation Hedge Is Real Estate? (Qontigo, 2022)

Looking from an index perspective this paper considers real estate’s effectiveness as an inflation hedge. Recent data, future changes, and stress tests form parts of the analysis.

Cryptoassets: Tulips or dot-coms? (Oliver Wyman, 2022)

Effective policy making will be key for cryptoassets, yet policy makers are split on their views. Oliver Wyman challenges the underlying assumptions which may be stalling progress.

Data and Impact in Private Markets (Finbourne Technology, 2022)

Allocations to private assets increase each year, and private market managers can see investors’ appetite for sustainability. In this context, ESG data management can be vital.

U.S. Workforce Housing: Compelling returns & social good (M&G Investments, 2022)

For compliance reasons, this paper is only accessible in certain geographies

As many investors seek ways to make a social impact with their allocations, the need for positive risk-adjusted returns still holds. U.S. workforce housing could tick both boxes.