Invest with Purpose. Understand Inflation as a Force of Change

At a time of change such as we face now, we believe it is all the more important to invest with purpose. Investors need breadth and depth of insight to enable better investment decision making.

For a decade now, investor behavior appears to have been based on the belief that a sustained acceleration in future inflation is unlikely. Are we about to enter an environment in which expectations of inflation begin to rise? What implications would that have?

59%
think consumer price inflation will be higher in three years’ time than now*
Forces of change

Inflation: A Game-Changer for Investors?

Inflation has been a flashing indicator for investors this year. Our global strategists Jason Lejonvarn and Brendan Mulhern assess the ‘bull’ and ‘bear’ cases for higher inflation, and pick out the potential implications across the investment landscape of faster changes in consumer prices.

How to Manage Inflation in a Portfolio?

Dynamic US Equity

A versatile, index-based active equity strategy designed to deliver excess returns** with benchmark-like risk.

Global Real Return

A flexible and transparent global multi-asset strategy designed to seek absolute returns** irrespective of market conditions.

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Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.

*Source: LinkedIn poll, 75 respondents
**There is no guarantee excess returns will be replicated or that the strategies will achieve their objectives.