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"A call to action for building resilient portfolios"

See why the prospect of higher structural inflation against evolving risk considerations makes the case for renewed focus on portfolio construction and robust financial planning.

Recent research from Fidelity suggests that extraordinary outperformance by US equities during the past 15 years resulted in complacency and declining degrees of diversification. This low-inflation environment resulted in little difference between nominal and real returns.

The new research also suggests that including diversifying asset classes can dramatically increase portfolio resilience in the event inflation persists. Revisiting target allocations, including inflation stress tests, may be useful in assuring alignment with investors’ long-term goals.

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