Investing & Inflation

We analyze the influence of inflation rates on the performance of assets that are commonly considered as inflation hedges. We differentiate between the effect of the base level of inflation and the 12 months-change of the inflation rates. While our findings are not conclusive for all the tested assets, we do identify portfolios, whose performance can be statistically related to inflation. We demonstrate that gold might not be the best precious metal to hedge oneself against rising inflation rates. Secondly, we find evidence that oil and value stocks might be adequate hedges in times of increasing consumer prices. Lastly, we end up with mixed results for the eligibility of real estate assets, that require further analysis in the future.

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Investing & Inflation

The year 2022 so far has seen major changes in the previously fairly stable (and low) environments around inflation and interest rates.

As inflation rates continue to rise we take a look at the asset classes that are commonly considered strong inflation hedges and how they really fare in high inflation regimes.

In detail we look at:

  • Precious metals / Gold / Silver

  • Oil

  • Value stocks

  • Listed real estate

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Download Our Investing & Inflation report today!

Find out more about  our findings on the performance of different asset classes in high inflation regimes.

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