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Ortec Finance International Study Reveals Pension Fund Managers Are Bracing for Inflation


September 22, 2022

Money Bags with Charts and Numbers

An international study with pension fund managers reveals that many have already taken steps to protect their schemes against inflation by increasing allocations to specific asset classes.

New research from Ortec Finance shows that more than half (56%) of pension fund managers have switched investments to commodities, inflation linked bonds (56%) and infrastructure (51%).

That means almost all (98%) fund managers Ortec interviewed in Canada, the U.S., the U.K., Australia, the Netherlands, Switzerland and the Nordics believe their scheme is already well hedged against inflation with more than half (54%) saying they are "very well hedged" against this risk.

Pension fund managers say schemes are set to further change allocations in the year ahead: more than half (53%) plan to increase allocations to inflation linked bonds while nearly half (49%) will switch to commodities and 49% to real estate investment trusts (REITs) over the next 12 months.

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