Overcoming financial repression

“Financial repression” involves keeping interest rates artificially low while allowing inflation to erode the real value of bonds and cash.

Highly indebted governments may use financial repression to reduce their debt burdens in the years ahead.

Such policies would make it even harder to earn vital income in your core portfolio.

Financial repression thus calls for a major shift in asset allocation.

If you have excess cash, we urge you to put it to work or risk losing purchasing power.

While we do not advise complete divestment from very low-yielding bonds, we do recommend various substitute strategies involving dividends, capital markets, alternative investments, and select fixed income assets.

Download overcoming financial repression summary report

Findings & Opportunities

Outlook 2021 Findings & Opportunities summary brochure is available in five languages

Meet the team

Outlook is created by a team of individuals with a depth of experience from across the Private Bank.

Contact us

To help put you in touch with the right advisory or team, please answer the following questions.