As the official rhetoric has moved from transitory, to permanent, to all-time-highs, the focus on protecting portfolios from inflation is traversing all asset classes. The search query 'Inflation Protection' brings back hundreds of new research results every week. So whilst this topic is at number 10 in terms of clicks, in terms of sheer volume of impressions it would be firmly at number one.
What is happening is lots of institutional scrolling, and headline reading. Institutions seem to be searching for the ultimate solution to inflation protection. It does not exist. But there is always hope. In the meantime, the novel ideas and in-depth analysis of the conundrum by asset managers, is being well received.
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