An inflationary environment and the move to renewable energy sources bode well for certain infrastructure assets, according to BNY Mellon Investment Management (BNY Mellon IM).
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An inflationary environment and the move to renewable energy sources bode well for certain infrastructure assets, according to BNY Mellon Investment Management (BNY Mellon IM).
Volatility will remain an investment theme with pockets of equities and fixed income worth watching, according to Pictet Wealth Management.
Emerging market currencies, green energy and real estate provide attractively-priced inflation hedges to make portfolios more resilient, according to Pimco.
The US asset manager also favours carbon credits and commodities for carry as it expects real yields to continue to rise.
Those looking to outsmart inflation might want to avoid this volatile asset class.
Private debt portfolios can be constructed to help investors achieve diversification and manage risks such as inflation, rising rates and geopolitical conflict, according to Barings.
The price of the yellow metal has been resilient to the sharp rise in US real rates, because of demand for gold exchange-traded funds (ETFs), believes Pictet Wealth Management.
Attractive opportunities can be found in income strategies amid rising inflation and higher interest rates, according to Eastspring Investments.
Following a record year for investment into Asia Pacific data centres in 2021, CBRE forecasts continued growth in line with the upward trends in cloud computing and social media use.
As the universe of companies exposed to the metaverse expands and evolves, stock selection will be crucial to capitalise on this trend, says Axa Investment Managers (Axa IM).
Part of the Mark Allen Group.