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Building a real assets ark before the rainfall

Pension fund allocations to real assets leave much to be desired, says Vince Childers

Vince Childers

16 July 2021 • 3 min read

Investor attention has recently been fixated on the spike in headline inflation, led by the US, where the Consumer Prices Index (CPI) has accelerated to 5% from near zero over the past year. Meanwhile, UK CPI has just risen above 2% and the Bank of England expects a move beyond 3% in the months ahead.

While most market participants and policymakers expect inflation to be simply transitory, we believe subdued long-term inflation expectations may be underestimating the potential impact of $30trn (...

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