QIC: Real Asset Investments are Best Inflationary Hedge

The video discusses market volatility and the persistent nature of inflation, emphasizing the importance of hedging through real assets. Simulations test the robustness of real assets in various economic scenarios, including inflation and stagnation. Infrastructure assets, particularly regulated ones, are highlighted for their benefits in inflationary and stagflation environments. Retail real estate is identified as a good inflation hedge due to its CPI-indexed leases. The video also explores emerging infrastructure investment opportunities in Australia and the impact of sustained inflation on portfolio strategies.

How does the text describe the relationship between infrastructure assets and economic activity?

What role does retail real estate play in an inflationary environment according to the discussion?

What are the emerging trends in infrastructure investment opportunities in Australia?