Episode 12: Do real assets offer inflation protection?
Angela Ashton of Evergreen Consultants and Diana Mousina of AMP discuss
- Global and local inflation outlook
- Economic growth: Are we in for a recession, stagflation or neither
- The impact of growth and inflation on real assets
- What is worst outcome for real assets?
- Which real asset sub classes offer inflation protection and how?
- Liquidity issues and access to real assets for managed accounts
- The impact of covid and work from home on office property
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