Inflation expectations are currently high and, as they have been this way for a while, it might be tempting to think this is beyond a temporary spike. However, Van Lanschot Kempen does not think that we are on the verge of a period of prolonged high inflation. Nevertheless, inflation will always be a consideration for investors, and we think it is wise for investors to seek protection against inflation. This can be done by investing in real assets such as real estate, infrastructure and agricultural land.
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