Greg Leonberger, FSA, EA, MAAA, FCA
Director of Research, Managing Partner
High inflation continues to be a worry for investors, most especially how it could lead to portfolio losses. The following paper examines different asset classes’ performance during times of high inflation, rising inflation, unexpected inflation, and expected inflation. Historical data is analyzed to identify investment themes that offer protection from both high and unexpected levels of price escalation.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
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