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Reinventing Asset Allocation: Investment Solutions

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Planning for a scenario with an inflation surprise has come back on the table in response to the COVID-19 related historic stimulus. Keeping this in mind, it may be prudent for investors to include an allocation to real assets to increase the diversification of their portfolio so as to mitigate unexpected inflation’s potentially adverse outcomes for growth and asset values, argues Michael Narkiewicz, Portfolio Manager, Investment Solutions Group, in the white paper entitled: Real Assets: Managing Through Inflation Uncertainty

10 July 2020