Services Tags: Asset Allocation

TIPS Position Paper

Analyzes the asset class in detail, and offers a recommendation for investors interested in adding the asset class to their portfolios.

Given the amount of fiscal and monetary stimulus enacted to revive the United States economy, many are concerned about inflation emerging as a credible threat to the economic recovery. While such a threat is not foreseeable in the near future, unexpected inflation can negatively impact portfolios. However, several asset classes can protect against higher than expected inflation. Treasury Inflation Protected Securities (“TIPS”) is one asset class which offers inflation protection. The following paper analyzes the asset class in detail, and offers a recommendation for investors interested in adding the asset class to their portfolios.

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Investing in an Inflationary Environment

Given the amount of fiscal and monetary stimulus enacted to revive the United States economy, many investors are concerned about inflation emerging as a credible threat to their portfolios, as inflation can reduce the real rate of return. While high inflation is not foreseeable in the near future, it is prudent to understand how to preserve a portfolio’s real rate of return during times of rising prices. Several asset classes can protect against higher than expected inflation, with varying degrees of statistical proof. The following paper examines the potential asset classes suitable for periods of high inflation, both on a qualitative and quantitative basis.

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