GLOBAL STRATEGY PAPER NO. 77 PORTFOLIO STRATEGY RESEARCH | 10 July 2026 | 5:00 PM BST Balancing Innovation and Inflation in Portfolios

2026

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This paper analyzes the current market environment, highlighting the need to balance innovation exposure with inflation protection and risk mitigation strategies for global multi-asset portfolios.

* Explores the recent strong performance of financial assets, particularly equities and tech stocks, and the resulting portfolio drift.
* Discusses the impact of innovation and inflation on structural cycles and their influence on asset allocation.
* Recommends five strategies for investors to stay invested while managing risks, including real asset allocations, factor diversification, and alternative investments.

Tags: Portfolio Strategy, Innovation, Inflation, Asset Allocation, Risk Management

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