We expect oil to hold its value due to significant supply-demand imbalances, with the anticipated risk from economic downturns overstated despite investor apprehension from past recessions.
Portfolio Manager David Schassler joined a panel of fellow experts to discuss the current outlook for inflation and how real assets can help offset inflationary pressures.
Investors need to think beyond the 60/40 portfolio in periods of high inflation. Historically, real assets have provided diversification to help manage the impact of inflation.