These are also real assets that provide inflation protection, given their replacement cost rises over time, and their customer contracts include inflation escalators, which provide a natural hedge.Īnother way to play it from Insley: A personal passion of mine and priority investment area for us at Tiedemann is venture capital focused on climate solutions and inclusive innovation. You can position yourself to benefit from this structural growth opportunity. You can create a portfolio of 20 to 30 companies that trades at a valuation discount to the S&P 500, has a dividend yield near 5% and a growth rate that is more stable but equal to the market. That also includes renewable energy developers in the form of regulated utilities and publicly traded infrastructure partnerships. These include publicly traded infrastructure companies in the midstream energy sector, such as natural gas pipelines, storage facilities and LNG exporters.
Suggestions range from investing in farmland to opening a language school to splurging on a VIP trip to Qatar for the World Cup.Ĭhief investment officer, Tiedemann AdvisorsĪt Tiedemann, one area in the public markets that we find super interesting is energy infrastructure and assets that are poised to benefit from the transition away from higher-carbon sources of energy, like coal.
We also asked our experts how they would deploy $1 million toward a personal passion project. Ideas include municipal bonds, European and Japanese equities, and dividend-paying US stocks like Exxon Mobil and PepsiCo. We spoke to six experts about where they’d invest $1 million right now. The lack of clarity on the future makes it difficult to know where to put your money, especially if you’re a high-net-worth investor. Meanwhile, central banks around the world are expected to keep hiking interest rates until inflation is firmly under control, and the northern hemisphere is heading into what could be a long, cold winter of high energy prices resulting from Russia’s war on Ukraine. However, a key part of the yield curve also inverted, indicating the risk of a recession is growing. Uncertainty has been the name of the investing game for most of 2022.Ĭonsider the reaction to cooler-than-expected US inflation data for October: Investors were euphoric, with the S&P 500 posting its best reaction to a CPI report on record. Get our new personal finance newsletter delivered weekly to your inbox. Read the latest edition of How to Invest $1,000,000 here.
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