Tired of the inflation and interest rate back and forth? You might be, and your clients might be, too, but your portfolio doesn’t have that luxury. While the Fed’s battle against inflation may be tiresome, portfolios don’t have the liberty to take a break from the back and forth. That’s why investors may want to revisit their portfolio amid a fluctuating, back-and-forth inflation outlook.
See more: Quality Is an All-Weather Investment Strategy
During the recent All-Weather Portfolio Construction: Going Long with Quality webcast, leaders from Natixis Investment Managers shared one powerful tool to help investors assess their portfolio against their own inflation outlook. Hosted by VettaFi editor-in-chief Lara Crigger, the discussion included portfolio consultant Seak Kaukas and Gateway Investment Advisers CEO, CIO, and President Michael T. Buckius.
Cyclicality Vs. Inflation Outlook
They discussed the firm’s Cyclicality vs. Inflation framework. By mapping inflation against cyclicality on a graph, it can help investors measure their portfolios. Given the quickly shifting inflation and interest rate outlook, a clear framework could help.
Natixis Investment Managers' Equity Cyclicality vs. Inflation
