Mind The Inflation Gap: Hedging With Real Assets

2025-07-11 08:57:00 ET

By David Blanchett, PhD, CFA, CFP and Jeremy Stempien

Inflation expectations are skyrocketing. The University of Michigan Survey of Consumers ^[1] shows that median forecasts jumped to 6.5% in April from 3.3% in January, and professional forecasters have also revised their projections upward. But history shows that both groups frequently miss the mark. The gap between expected and actual inflation has been wide and persistent, making it difficult to anticipate when and how inflation will hit portfolios. For investors, this uncertainty underscores the value of real assets, which have historically helped hedge against the surprises that traditional assets often fail to absorb....

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