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1 Invesco, “Positioning portfolios for Fed tightening and the risk of persistent inflation,” March 2022. Inflation Beta is a metric used to evaluate an asset class’ ability to hedge inflation. It measures the change in inflation against the return of the asset class from 1998 – 2021. Source: Bloomberg L.P., US Bureau of Labor Statistics, as of December 2021 Past performance is not a guarantee of future results. An investment cannot be made into an index.
2 cnbc.com. As of March 14, 2022.
3 Invesco. Inflation protection measured by inflation beta as described in footnote 1. Data from 1998 through 2021. Equity premium measured by total period return of the S&P500 from 1970-2020 of 7.9%. Short-duration TIPS return of 0.9% from 2005-2020 using Barclays 1-5Y TIPS Total Return index and Long-duration TIPS return of 6.3% from 2000-2020 using Barclays 10Y+ TIPS Total Return index.
4 St. Louis Fed 5 Invesco 199-2021 and Verdad 1970-2020.
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