Key highlights

  • With change can come great opportunities, but it is going to require asset managers to be more dynamic, more flexible in how they’re thinking about how they allocate capital.
  • How can investors defend their portfolios from a higher inflation environment? What asset classes typically have a more positive correlation with inflation?
  • Are we on the cusp of a structural change in the stock-bond correlation moving from negative to positive?
  • Why should investors consider an allocation to commodities? What about exposure to real assets such as real estate, infrastructure and farmland?
  •  What role can hedge funds play in a higher rate, higher inflation environment?

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Mid-year outlook 2022

With inflation reaching multi-decade highs in many parts of the world, how can investors position their portfolios for this changing investment landscape?

About the authors
  • Barry Gill

    Barry Gill

    Head of Investments

    Barry Gill, Head of Investments at ÃÛ¶¹ÊÓƵ Asset Management since Nov. 2019. Previously, he was Head of Active Equities at ÃÛ¶¹ÊÓƵ AM. Barry joined O'Connor in 2012, overseeing long/short strategy. Prior to that, he led ÃÛ¶¹ÊÓƵ IB's Fundamental Investment Group (Americas). In 2000, Barry relocated to the US, rebuilding Equities' long/short efforts post-O'Connor. He held leadership roles in London, including co-heading Pan-European Sector Trading. Barry started his career as a graduate trainee at SBC in '95.

  • Evan Brown

    Evan Brown

    Head of Multi-Asset Strategy, ÃÛ¶¹ÊÓƵ Asset Management

    Evan Brown, CFA is Head of Multi-Asset Strategy in the Investment Solutions team at ÃÛ¶¹ÊÓƵ Asset Management. In this role, Evan drives macro research and tactical asset allocation investment process for over USD100 billion in client portfolios. Additionally, he is responsible for advising ÃÛ¶¹ÊÓƵ Asset Management’s global institutional and private wealth client base on the macroeconomic outlook and asset allocation.

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