How to reposition client portfolios as inflation bites

Vince Childers, manager of the real assets strategy at Cohen & Steers, discusses the impact of rising inflation on real assets. He tells FT Adviser that one of the unifying characteristics of real assets is that they have historically excelled in periods of unexpected inflation and investors are likely to move away from investments that benefited from slow growth, low inflation and low interest rates and into assets focused on fiscal stimulus, higher interest rates and rising inflation.