Behind The Markets Podcast: Andrew Okrongly & Ben Clissold
Behind the Markets Podcast
00:00
Hedging Inflation Outside of Bonds?
One of the objectives of all pension schemes in the UK is guaranteeing or investing for the long term ability to meet inflation-linked benefit payments. How are you thinking about hedging inflation beyond just the fixed income portfolio? And I know that historically there's definitely been a push, I believe, from the UK government to think about things like infrastructure and property. What's your view on inflation hedging outside of bonds? Yeah, it's a good question. I mean, I think we want to target equities that give us good inflation protection, real growth,. We do own property and infrastructure assets and an allocation into commodities. All those things help.
Transcript
Play full episode
