The private markets are experiencing unprecedented growth, with the alternatives industry set to expand 2.5 times by 2028.

In light of the recent economic policy proposals from presidential candidates, we find it vital to examine the potential implications for inflation on investor portfolios. The policies under discussion, including substantial government spending through tax credits and the introduction of cost controls that could disrupt supply chains, are likely to contribute to inflationary pressures. These measures could increase demand while simultaneously restricting supply, leading to higher prices across the board. As a result, inflation could rise significantly, impacting both consumer costs and investor returns.