Commodities in asset allocation: a real-asset alternative to real estate?

EM Ankrim, CR Hensel - Financial Analysts Journal, 1993 - Taylor & Francis
Pension plans have frequently sought partial insulation from inflation effects by devoting a
fraction of their portfolios to real assets. The asset of choice has traditionally been real …

Inflationary concerns and stock returns: an alternative perspective

MR Randall, DY Suk - American Business Review, 1999 - search.proquest.com
Is a low rate of expected inflation necessary in order to generate outstanding returns on
equity? Does it explain the strong stock market performance of the 1990s through mid …