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How to defend against inflation?

Man Group analysis shows it pays to own oil, gold and wine, and possibly also a bitcoin if and when inflation bites.
This is a guest post by Ben Funnell, a portfolio manager at Man Group and Campbell R. Harvey, a professor at Duke University and an investment strategy advisor to Man Group. It is based on their recent research, “The Best Strategies for Inflationary Times”, which was co-authored with Man Group’s Teun Draaisma, Henry Neville and Otto Van Hemert.

Can you remember the last time the US inflation rate exceeded 5 per cent? The answer, unbelievably, is 1990 – long before most investors operating today even got into the game. But with April CPI hitting 4.2 per cent and most large asset owners long equities and bonds -- asset classes which have historically suffered in inflations -- it’s a good time to start evaluating alternative inflation hedging strategies.

In a newly published research paper in SSRN, the authors attempt to offer some insights into the best strategies.

Our research, it should be stressed, is not designed to forecast the level of inflation but rather draws on 34 inflation episodes in the US, UK and Japan (using nearly a century of data) to understand the impact of inflation on asset prices.

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