Diversify portfolio to protect from inflation - Barings

Late cycle inflation has been identified by Barings as the next phase of the economic cycle and the investment house recommends investors diversify into inflation-protected bonds, emerging market commodity producers, gold, alternatives and currencies. While Barings says inflation-protected government bonds may not offer the most substantial return, they do offer protection against inflation. Barings also believes companies in the Middle East, Russia and Latin America offer protection against the risks of inflation, while a “modest allocation” to hedge funds or funds of hedge funds could...