Securitized debt, often overlooked as an inflation hedge, may be an attractive solution for investors who want to diversify away from assets susceptible to inflation and rate risk.
Loans remain a compelling option for investors seeking inflation and rate hike protection – but higher interest rates, which have historically led to slowed economic growth, means careful credit selection will be critical to help sidestep more vulnerable segments of the market.
In this video, Duff & Phelps Investment Management, a Virtus investment partner, discusses the potential benefits and opportunities in real assets within the current investing climate.
Is the U.S. Currently Experiencing Stagflation?
As the Fed continues to battle surging inflation, many investors have raised concerns that the U.S. may return to a stagflation regime last seen in the 1970s. Seamus Smyth, Virtus' chief developed market economist, explains that while we can't completely rule out stagflation, we're not there yet.
Market Reviews and Outlooks
Market Insight from our specialist managers across equities, fixed income, and alternatives.