David Schassler, Portfolio Manager And Head Of Quantitative Investment Solutions at VanEck discusses inflation drivers and real assets investment strategies.
Historically, gold and commodities have outperformed during times of inflation, and real assets broadly, have outperformed during times of high inflation, explains Schassler, pointing to economic signals that inflation is here to stay, and that advisors may want to reconsider their traditional portfolio allocations.
VanEck is a global investment manager with roughly $85 billion in assets under management across a robust portfolio of ETFs and mutual funds, spanning global and U.S. equity, munis, corporate bonds, natural resources and digital assets.
To learn more, register & watch: How to Stay One Step Ahead Of Inflation With Real Assets.
Inflation has reached its highest levels in over 40 years. However, the worst may be yet to come. Investors will need flexible strategies to stay ahead of flawed global monetary policy and ongoing supply shortages.
In this upcoming webcast, VanEck’s David Schassler will highlight what advisors can do to protect client portfolios amid times of entrenched inflation.
Topics will include:
- An overview of what’s driving inflation—and why things may get worse before getting better
- How Russia’s invasion of Ukraine further complicates the inflation picture
- Effective strategies to mitigate inflation risk using real assets
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David Schassler is the Head of VanEck’s Portfolio and Risk Solutions Group (“PARS”). PARS serves as a quantitative analysis resource for VanEck’s active and passive investment strategies, particularly in the areas of asset allocation and risk modeling. PARS also conducts its own asset allocation and product development research, utilizing objective macroeconomic/ fundamental, technical, and sentiment data and metrics.David also serves as Portfolio Manager for the VanEck NDR Managed Allocation Fund and the VanEck Vectors Real Asset Allocation ETF. He previously served as Director of Manager Research and as an Investment Committee Member for VanEck’s multi-manager alternatives strategies, where he was responsible for manager search and selection of alternative investment strategies.Prior to joining VanEck, David served as Director and Portfolio Manager within the UBS Portfolio Strategy Group where he was responsible for a multi-manager portfolio of assets for domestic-based clients. David previously held sales and client relationship roles at Oppenheimer & Co. and Georgeson, Inc.David received his MBA in Finance from the Leonard N. Stern School of Business at New York University and his Bachelor of Science degree in Business Economics from Cortland College.