Episode 12: Do real assets offer inflation protection?
IMAP Podcast Series - Independent Thought
Chapters
1:34
Inflation has been rising rapidly
3:39
Inflation Outlook
6:19
Reserve Bank reaction
9:08
There's the big risk of a recession
10:16
Real Assets do tend to work well in inflationary environments
12:52
It's interesting that we haven't seen a lot more downgrades yet
17:26
What discussions are held on how these assets are priced
19:53
What types of Real Asset Property are in favour?
23:36
Is the working from home versus office having an impact still?
27:07
Bond Yields - rising or falling ?
IMAP Podcast Series - Independent Thought
Episode 12: Do real assets offer inflation protection?
Jul 11, 2022
IMAP
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
