Rising Stagflation Risks Are Changing the Investment Playbook
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Is There Anything That Can Outperform Inflation?
We expect that in a base case, senario dealing with higher infasion less talwinds from valuations across assets. And so what are the type of alletation strategies that make sense given that more challenging mackrol backdrop? Is there anything that can perform, or even outperform? I think it depends a lot on the interaction of growth and inflation, kind of structurally. If you have good growth to some extent, that might just mean that you want to own a bit more equity, a bit less fixed income. It means essentially that equities can beat inflation. But that obviously, as a precondition, requires growth.
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