“While the market may correct at some point, current conditions don't support the expectation of a full-fledged bear market.”

–Joe Terranova, Chief Market Strategist, Virtus Investment Partners

Puzzled about the direction of inflation? Here are some key facts, figures, and definitions, along with three factors that are pushing inflation up over the short term and over the long term.

There are ways for active managers to generate positive returns from rising – and falling – inflation. The key is to understand the different risk premia that combine to make up government bond yields and how to use the relevant tools to take advantage of them.

Whether inflation becomes “sticky” or transitory, listed real estate has the potential to hedge investors’ portfolios.

“The current environment is more reflationary in nature, not the sustained inflationary environment of the 1970s.”

–Joe Terranova, Chief Market Strategist, Virtus Investment Partners

Portfolio Managers from select Virtus affiliates and subadvisers share their latest thoughts on the prospects for inflation and how certain asset classes may help protect portfolios in an inflationary environment.