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Rethinking portfolio inflation protection

Katie Kilday Boqiu Lu Seema Manek

Inflation has been a concern for many investors over the last few years, whether they are approaching retirement or seeking to save a growing pool of assets. While the U.S. inflation rate has cooled from its recent peak in 2021 and 2022, new concerns have arisen amid uncertainty around tariffs and the pass-through impact on prices.

 

Seeking clarity around the nature of historical bouts of inflation — and what portfolio construction insights can be gleaned — we recently analyzed decades of data to reveal that not only do the drivers of inflation dynamics vary, but so do the investment allocations that can help hedge portfolios from their negative impact. 

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Katie Kilday is a solutions analyst with 20 years of industry experience as-of 12/31/2024. She holds a bachelor’s degree in economics and art history, with an accounting minor, from the University of California, Los Angeles. 

Boqiu Lu is a solutions analyst with 18 years of industry experience as-of 12/31/2024. He holds a master's degree in financial engineering from the University of California, Berkeley, a master's degree in management science and engineering from Stanford University and bachelor's degrees in mathematics and economics from the University of Chicago. 

Seema Manek is an investment product senior manager with 25 years of industry experience as-of 12/31/2024. She holds an MBA from the Kellogg School of Management at Northwestern University and a bachelor's degree from the University of California, Berkeley.

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