Supply-side dynamics, coupled with the unprecedented fiscal stimulus we saw in response to the global pandemic, has triggered a return to levels of inflation unseen for 40 years. While inflation is likely to moderate from these very high levels during 2022, we believe it will settle and persist at a rate higher than we have become used to over recent cycles.

At Neuberger Berman, we think a portfolio that is prepared for higher inflation should contain not only assets that can potentially MITIGATE against and TAKE ADVANTAGE of inflation, but also assets that can DIVERSIFY against the uncertainty and volatility of that journey.

Here we offer some ideas about how to position portfolios for the risks and opportunities this environment may present.

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We believe now is the time to think about how to position your clients’ portfolios for sustained structurally higher inflation. Please reach out to your Neuberger Berman representative to learn more about our solutions.

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