19th June 2026

BNY: 3 ways to respond when inflation bites

A surge in energy prices pushed the latest U.S. Consumer Price Index (CPI) reading above forecasts, reinforcing the case that inflation could remain higher for longer. Higher energy prices have also increased market volatility and uncertainty around the path of interest rates.

Even so, we continue to believe the overall growth backdrop remains supportive. Solid economic activity, alongside higher inflation, may favor select equities and real assets, highlighting the importance of staying invested. We believe that prolonged inflation and elevated volatility call for a more deliberate portfolio approach. Here are three moves worth considering.

1. Consider Global Infrastructure

Global infrastructure tends to be more resilient (and may even benefit) in a higher-inflation environment due to its pricing power and relatively stable income streams. We also believe the asset class is a beneficiary of long-term spending trends related to growing artificial intelligence (AI) infrastructure demand.

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fidelity Adviser Solutions: Is there a missing asset class for retirees?

Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read

BNP Paribas: Multi-Asset Investment Views Quarterly Update – July 2026

Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.

Artemis: Wolstencroft: Investor complacency is making me nervous

The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.

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