- Most investors, including me, have limited experience of inflationary risk.
- This [paper](https://deliverypdf.ssrn.com/delivery.php?ID=986119103022074103089010070106003022008023030035091056091119021064004031078125071117026035013044039111007014107019093010010029007007000016092111002027071015068018017051103116066113093106071092096025007090012095031069107113090021011084029089087013&EXT=pdf&INDEX=TRUE), from 2021, is an excellent guide – looking at passive/active strategies across asset classes over the past 95 years.
- As we have seen it is [tough](https://snippet.finance/equity-and-bond-performance/) – unexpected inflation is bad for traditional assets (bonds, equities). Commodities do well but depends which ones. Trend following and active equity are the best protection.

![](https://cdn.commonstock.com/33e3c7fb8f88653de075293b9043dac50ecd8854c0f262dd6968362c4e973171-1261x873.png)

Over the past three decades, a sustained surge in inflation has been absent in developed markets. As a result, investors face the challenge of having limited ex

https://deliverypdf.ssrn.com/delivery.php?ID=986119103022074103089010070106003022008023030035091056091119021064004031078125071117026035013044039111007014107019093010010029007007000016092111002027071015068018017051103116066113093106071092096025007090012095031069107113090021011084029089087013&EXT=pdf&INDEX=TRUE

The Best Strategies for Inflationary Times

2022 really does stand out ... Source: Blackrock.

https://snippet.finance/equity-and-bond-performance/

Equity and Bond Performance | Snippet Finance

This member is verified by the Commonstock team based on their contributions to the Commonstock community. 