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Investments get 'real' as inflation fears dim appeal of bonds


LONDON: Electric vehicle infrastructure, top-end offices and industrial metals with a resurgence in inflation seemingly on the horizon, investors are slashing their exposure to bonds in favor of “real” assets.
While such investments tend to generate income and often appreciate in value, they are particularly prized as a shield against inflation, which many economists expect will make a return as economies recover from the pandemic.
That means major changes for multi-asset portfolios run along traditional 60-40 lines. Sovereign debt such as US Treasuries and German Bunds has typically accounted for part of a rough 40 percent bond allocation providing an income and acting as an anchor against the lucrative but volatile 60 percent equity component. ....

United States , City Of , United Kingdom , Christian Gerlach , Michael Hartnett , Guilhem Savry , Jp Morgan Private Bank , Credit Suisse , Gerlach Associates , German Bunds , Federal Reserve , Grace Peters , Willis Towers Watson , ஒன்றுபட்டது மாநிலங்களில் , நகரம் ஆஃப் , ஒன்றுபட்டது கிஂக்டம் , கிறிஸ்துவர் ஜெர்லாச் , மைக்கேல் ஹார்ட்நெட் , ஜ்ப் மோர்கன் ப்ரைவேட் வங்கி , கடன் ஸ்யூயி , கூட்டாட்சியின் இருப்பு , கருணை பீட்டர்ஸ் , வில்லிஸ் கோபுரங்கள் வாட்சன் ,

Investments get 'real' as inflation fears dim appeal of bonds | Hellenic Shipping News Worldwide


Investments get ‘real’ as inflation fears dim appeal of bonds
Electric vehicle infrastructure, top-end offices and industrial metals – with a resurgence in inflation seemingly on the horizon, investors are slashing their exposure to bonds in favour of “real” assets.
While such investments tend to generate income and often appreciate in value, they are particularly prized as a shield against inflation, which many economists expect will make a return as economies recover from the pandemic.
That means major changes for multi-asset portfolios run along traditional 60-40 lines. Sovereign debt such as U.S. Treasuries and German Bunds has typically accounted for part of a rough 40% bond allocation – providing an income and acting as an anchor against the lucrative but volatile 60% equity component. ....

United States , Sujata Rao , Thyagaraju Adinarayan , Christian Gerlach , Saikat Chatterjee , Michael Hartnett , Guilhem Savry , Kirsten Donovan , Jp Morgan Private Bank , Credit Suisse , Gerlach Associates , German Bunds , Federal Reserve , Grace Peters , Willis Towers Watson , ஒன்றுபட்டது மாநிலங்களில் , சுஜாதா ராவ் , கிறிஸ்துவர் ஜெர்லாச் , சைக்காட் சாட்டர்ஜி , மைக்கேல் ஹார்ட்நெட் , கர்ஸ்டந் டொநொவந் , ஜ்ப் மோர்கன் ப்ரைவேட் வங்கி , கடன் ஸ்யூயி , கூட்டாட்சியின் இருப்பு , கருணை பீட்டர்ஸ் , வில்லிஸ் கோபுரங்கள் வாட்சன் ,

Analysis: Investments get 'real' as inflation fears dim appeal of bonds


5 Min Read
LONDON (Reuters) - Electric vehicle infrastructure, top-end offices and industrial metals - with a resurgence in inflation seemingly on the horizon, investors are slashing their exposure to bonds in favour of “real” assets.
FILE PHOTO: An ESB (Electricity Supply Board) electric vehicle charge point is seen in use in Dublin, Ireland, September 3, 2020. REUTERS/Clodagh Kilcoyne/File Photo
While such investments tend to generate income and often appreciate in value, they are particularly prized as a shield against inflation, which many economists expect will make a return as economies recover from the pandemic.
That means major changes for multi-asset portfolios run along traditional 60-40 lines. Sovereign debt such as U.S. Treasuries and German Bunds has typically accounted for part of a rough 40% bond allocation - providing an income and acting as an anchor against the lucrative but volatile 60% equity component. ....

United States , City Of , United Kingdom , Sujata Rao , Thyagaraju Adinarayan , Christian Gerlach , Saikat Chatterjee , Michael Hartnett , Guilhem Savry , Kirsten Donovan , Jp Morgan Private Bank , Thomson Reuters Trust Principles , Credit Suisse , Gerlach Associates , German Bunds , Federal Reserve , Grace Peters , Willis Towers Watson , Thomson Reuters Trust , ஒன்றுபட்டது மாநிலங்களில் , நகரம் ஆஃப் , ஒன்றுபட்டது கிஂக்டம் , சுஜாதா ராவ் , கிறிஸ்துவர் ஜெர்லாச் , சைக்காட் சாட்டர்ஜி , மைக்கேல் ஹார்ட்நெட் ,

Investments get 'real' as inflation fears dim appeal of bonds


The Globe and Mail
Saikat Chatterjee and Thyagaraju Adinarayan
London
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Electric vehicle infrastructure, top-end offices and industrial metals - with a resurgence in inflation seemingly on the horizon, investors are slashing their exposure to bonds in favor of “real” assets.
While such investments tend to generate income and often appreciate in value, they are particularly prized as a shield against inflation, which many economists expect will make a return as economies recover from the pandemic. ....

United States , Christian Gerlach , Michael Hartnett , Guilhem Savry , Jp Morgan Private Bank , Credit Suisse , Gerlach Associates , German Bunds , Federal Reserve , Grace Peters , Willis Towers Watson , ஒன்றுபட்டது மாநிலங்களில் , கிறிஸ்துவர் ஜெர்லாச் , மைக்கேல் ஹார்ட்நெட் , ஜ்ப் மோர்கன் ப்ரைவேட் வங்கி , கடன் ஸ்யூயி , கூட்டாட்சியின் இருப்பு , கருணை பீட்டர்ஸ் , வில்லிஸ் கோபுரங்கள் வாட்சன் ,