“With the Consumer Price Index climbing to a 13-year high in June, inflation is on a lot of investors’ minds. DFA takes a look at whether or not these concerns are overheated.” ~ Shelly Braden, CFP
Key Takeaways
- Recent Dimensional research suggests that simply staying invested helps outpace inflation over the long term for a wide range of asset classes.
- The protection offered by inflation-indexed securities still appears to be the most effective for investors who are particularly sensitive to unexpected inflation.
- Our analysis of data from 1927–2020 covers periods with double-digit US inflation as well as periods with deflation.
