Gareth Nicholson

TIPS (Treasury Inflation-Protected Securities) are a preferred real-asset investment for a stagflationary environment where inflation remains elevated and growth slows.

Gold is a long-term hedge against stagflation and geopolitical uncertainty. The speaker would buy and hold gold indefinitely, viewing it as a real asset that preserves value when inflation is high and growth is low.

Asia equities offer a cheap way to gain exposure to the AI theme because the region is the engineering hub for AI hardware. The speaker sees value still remaining in Asian markets despite recent gains.