Investment opportunities in a high-inflation market

"Returns from global equities have always beaten inflation over the long term and I expect this to continue. Having a well-diversified portfolio of global equities is the key."

In principle now that free money has come to an end, fundamentals will very much be the order of the day. With higher inflation and interest rates being the order of the day this will widen investors options and for good example, the traditional 60:40 portfolio will be back in play. At present, bond markets are looking their most attractive in decades, with short-dated U.S. Treasuries yielding just under 5%. Furthermore, corporates and high yield bonds can be considered for those investors with the appropriate risk appetite. Even cash deposits are now offering 4% plus. This all means that the investor has choices that were less attractive in the era of quantitative easing era. As for equities, a future weakerU.S. dollar makes Asia and the emerging markets more attractive from a valuation perspective. Equally, the U.K. market and European