A capital allocator’s dilemma in a zero-yield world with higher inflation is how to construct a robust, balanced portfolio that can also withstand equity-market sell-offs.

Aron Pataki, Portfolio manager, Newton Investment Management
Chair: Colin Tate AM, Chief executive, Conexus Financial

Investor response: Chris Worthington, senior investment strategist, asset allocation, New Zealand Super

Poll result

Do you intend to shift the asset mix of your portfolio due to higher inflation expectations?
What probability do you associate with resetting into a higher inflation regime compared to the past decade?
Do you think inflation is transitionary?

Join the discussion