Building resilience in equity portfolios for an inflationary world

Asset owners and portfolio managers are using an array of strategies including reducing equity exposure, increasing hedging and finding inflation-beating stocks and markets to build resilience in equity portfolios during this sustained period of heightened inflation.

‘Tremendous differentiator’: Private debt creating opportunities for yield

The growth in private credit has been driven by investors’ quest for yield and diversification. However, manager selection and credit quality are paramount as economic conditions deteriorate.