Clearwater recently polled more than 100 institutional investors to gain insight into the effect high inflation rates are having on investment strategies. The results of that poll were featured in several publications including, Pensions & Investments, ThinkAdvisor, and Hedgeweek.
Pensions & Investments highlighted investors’ long-term expectations for inflation and which assets they are favoring with inflation in mind, including floating rate-bonds and loans.
ThinkAdvisor noted that investors surveyed by Clearwater believe high inflation is non-transitory and expect it to have a material effect on the economy. Investors also expect inflation to stay above the long-term level of around 2% seen in recent decades.
Hedgeweek also took note of investors’ attitudes toward long-term inflation expectations and how they’ve favored commodities and real estate to combat inflation, from Clearwater’s report.
Inflation is a hot topic on everyone’s minds right now as rate continue to surge. The latest inflation numbers released by the U.S. Bureau of Labor Statistics showed the Consumer Price Index for all Urban Customers rose another 1.2 percent in March. Over the last 12 months ending in March, the all items index increased 8.5 percent, the largest 12-month increase since December 1981, according to the bureau’s report.
Clearwater’s inflation poll is the latest in a series of short, timely polls designed to get an instant snapshot of how topical events are impacting investment strategy. You can find the full results of our inflation poll and analysis from our experts here.
Clearwater’s flash poll series began with a look at the impacts of the COVID-19 pandemic on institutional investing both in 2020 and today. You can find the results of that poll here.
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