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null On the Performance of Housing and Other Assets in Periods Comparable to the Scenario We Expect Moving Forward

Report
On the Performance of Housing and Other Assets in Periods Comparable to the Scenario We Expect Moving Forward
07 Jun 2021
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Clock 20 mins.
CATEGORIES: AER Global Global Financial Markets Real Estate Monetary Policy Commodities
ANALYSTS:
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Leopoldo Torralba
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Diego Mejía
We have long expressed our view that interest rates will remain below inflation for the next few years and that therefore real rates will be negative. The assumptions used by Biden in the US fiscal budget have recently endorsed this vision. This scenario is virtually unprecedented, only observed in the US after the two world wars. To try to gain insight into the uncertain future, we have analysed the past performance of assets that have traditionally been considered as inflation hedges.
dot Since 1942, which the most comparable periods with the future we are forecasting?
dot According to our analysis, which are the assets that have been better inflation hedges?
dot Residential real estates, equities gold or other commodities?
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