Inflation pressures are set to stick around for longer than markets are forecasting, which supports a diversified allocation to real assets, according to Cohen & Steers’ head of real assets multi-strategy Vince Childers.
Speaking at the first day of Investment Week's debut Alternatives Summit, he told delegates that despite markets forecasting we will soon be back into the post-GFC and pre-Covid world of "low and well behaved" inflation, there are several factors pointing to the opposite. "There are credible arguments to think that we can be plagued by supply shocks from various angles over the next decade," he said. "Be that from the repercussions of the commodity underinvestment cycle that we are in now, labour market and related wage price dynamics due to changes in the way that the global labour ...
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