Diversify Your Inflation Hedge Beyond TIPS with EM Bonds
It is a short manager-led look at an inflation-hedging option outside the usual TIPS and real-asset sleeves, which may be relevant for advisors reviewing how inflation protection is sourced within a fixed income allocation.
Summary
By the bonds & fixed income deskA VanEck video conversation between Bill Sokol and Fran Rodilosso on using inflation-linked bonds from emerging markets as an inflation hedge. The description frames the discussion around treating EM inflation-linked debt as a differentiated complement to both fixed income and real asset allocations, rather than relying on TIPS alone.
- The video examines inflation-linked bonds from emerging markets as an inflation hedge.
- The framing is diversification of an inflation hedge beyond TIPS.
- EM inflation-linked bonds are presented as a possible complement to both fixed income and real asset allocations.
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