US investors rethink bonds' role as inflation reshapes portfolios

US investors are reducing bond allocations and increasing inflation-sensitive assets. This shift aims to diversify portfolios against market volatility and rising prices. Commodities, infrastructure, and private credit are gaining favor among these investors. Bonds have historically provided a hedge but are now less reliable. This strategic adjustment seeks better portfolio resilience in uncertain economic conditions.

Raccontata daeconomictimes.indiatimes.com