When inflation is high, investors focus on high pricing power equities
2022 continues to prove difficult for investors around the globe. The conjunction of heightened geopolitical risks, increasingly hawkish central banks, and runaway inflation has forced many investors to change tack and modify their asset allocation significantly over the last 12 months. Duration has been lowered across asset classes, and a survey we commissioned recently revealed that 77% of European professional investors use equities to hedge against inflation.
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