Home » These four asset classes are making gains despite high inflation

These four asset classes are making gains despite high inflation

by admin
These four asset classes are making gains despite high inflation

Bob Armstrong is an investment strategist at Schroders, an asset manager that currently has approximately $939 billion in assets under management.

Large US companies have dominated global equity markets for the past decade. Now, however, a new era has dawned, says Bob Armstrong, investment strategist at wealth manager Schroders.

In order to outperform, investors should buy the losers of the past economic cycle.

The investment strategist has identified four asset classes that he believes will be the next leaders.

We’re currently testing machine translations of articles by our US colleagues at Insider. This article has been automatically translated and checked by a real editor. We welcome feedback at the end of the article.

As the economy heads into an imminent downturn, many of the characteristics that have characterized markets for the past several years have faded. The driving force that investors should focus on is the shift to a higher world Inflation and a more restrictive monetary policy. And for all investors hoping for a speedy return to business as usual, Bob Armstrong has bad news.

“When we talk about regime change, we mean moving out of a low-inflation world, low interest rates and central bank easy money policies to a world that looks almost the complete opposite,” said Armstrong, investment strategist at Schroders, a wealth manager that has around $939 billion under management. “We simply don’t believe we can return to a zero interest rate environment as there are structural forces at play that will lead to persistent inflation.

You may also like

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More

Privacy & Cookies Policy