Inflation Protection in Infrastructure Portfolios: not all assets are cut from the same cloth

21 / 02 / 23 - ###tdEstimateReading_post_minutes### minute read

Inflation sat virtually dormant in developed markets in the decade between the GFC and the onset of the COVID-19 pandemic. Investors would be forgiven for not prioritising inflation protection in their portfolios during this time. Now, however, inflation is at multi-decade highs.

Broadly speaking, economists’ forecasts suggest inflation will peak in the second half of 2022 before moderating towards central banks’ targets (typically in the 2-3% range) in 2023. However, this would not be the first time forecasts were wrong

Authors

Nicole McMillan

Justin Webb

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