Retirement
Managing for Inflation
Managing for Inflation
Inflationary environments erode retirees’ purchasing power. In the last decade, State Street has offered a larger (26.5%) and more diverse allocation to inflation protection asset classes, including global REITs (5%), TIPS (18%) and commodities (3.5%), than peer managers.
- Stocks
- Bonds
- State Street Global Inflation Basket
- US TIPS
Rising = > 0.5% increase in CPI
Declining = > 0.5% decrease in CPI
Stable = All else
Real Asset Class Returns from 1973–2021
Yield to Worst (%)
