How to Beat Inflation
Which assets can help investors hedge against inflation?
Inflation remains stubbornly high across key economies, and it remains at the top of the risk agenda for investors worldwide. Excellent inflation hedging opportunities may be offered by real estate, private credit, and gold. The collection of research below provides allocators with the some of the latest insights into these asset classes.
Commercial Real Estate: Emerging Value Amidst The Storm (PGIM Fixed Income)
The commercial real estate sector has had a few negative headlines recently, highlighting high-profile office loan defaults. Can investors still find opportunities in this space?
Private Credit: A Diverse and Versatile Toolkit for Investors (M&G Investments)
For compliance reasons, this paper is only accessible in certain geographies
Although historically seen as a niche asset class, the global search for yield has seen investors consistently increasing their allocations to private credit and alternatives.
Private Infrastructure Valuations (Macquarie Asset Management)
Private infrastructure can offer an excellent source of return and a hedge against changing inflationary regimes. What do current valuations in this space mean for investors?
Podcast: Private Credit Beyond Direct Lending (Reorg)
Private credit is not just direct lending - the asset class has grown into a diverse marketplace, offering investors a range of interesting risk-reward opportunities.
Gold Market Spotlight: Fire Doused, Smoke Remains (World Gold Council)
For compliance reasons, this paper is only accessible in certain geographies
Gold is an old inflation hedger. This article provides the latest commentary on the key drivers which underpin the global gold market.
Euro Area Consumer Food Price Inflation: Still Problematic? (Macrobond)
Consumer food prices in the Euro area have been rising for over 30 months now. However, there is evidence that they have peaked.
Monthly Gold Compass June 2023 (Incrementum)
The latest Gold Compass from Incrementum offers investors an in-depth look at the macroeconomic context in which gold markets operate.
Commercial Real Estate: Where Next? (Capital Group)
For compliance reasons, this paper is only accessible in certain geographies
Accessing real estate through REITs can be an option for many investors. Indeed, most REITs seem relatively well positioned in this cycle, given their debt is diversified.
Five Reasons To Buy European Loans (Allspring Global Investments)
For compliance reasons, this paper is only accessible in certain geographies
Buying European loans can be a good strategy to generate a return above inflation. This niche asset class offers allocators a number of advantages. Read more in this report.
U.S. Real Estate: Challenges and Opportunities (Cambridge Associates)
The U.S. office real estate market continues to face several headwinds. However, there are also bright spots in this sector.
UK Residential Market Survey May 2023 (RICS)
For compliance reasons, this paper is only accessible in the United Kingdom
UK real estate represents a value opportunity for global investors. This report details the latest price trends in this market.
