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By Christophe VANDENDORPE, Partner, Strategy and Transactions Leader Roman MAKIENKO, Manager, Strategy and Transactions, EY Luxembourg
It’s a common belief that real assets, like commercial real estate and infrastructure, can help defend against inflation. But, do these assets actually live up to their reputation as reliable inflation protectors?
The past decade has witnessed a period of low inflation and low interest rates. However, this period appears to be coming to an end due to the clear causes of inflation increase, including the impact of COVID and other well-known factors. To address this, central banks have increased their key interest rates, signaling that it is unlikely that inflation will reach its traditional 2% target in...
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