Real Assets, Inflation & Portfolio Performance
How should investors be thinking about inflation risk and their real asset allocations going forward?
Dr. Noah Weisberger, Managing Director of PGIM Institutional Advisory & Solutions, joined Nasdaq TradeTalks to discuss how a new macro paradigm, as well as uncertainty around the outlook for interest rates, could translate to positive stock-bond correlation. Weisberger also explored the potential benefits of fixed-income allocations in the current market environment and the interplay between fiscal and monetary policy, government debt, and stock-bond correlation.
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The IAS team conducts bespoke, quantitative client research that focuses on strategic asset allocation, portfolio and asset class analysis.
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How should investors be thinking about inflation risk and their real asset allocations going forward?
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