别只盯着黄金！全球通胀背景下，这3种冷门资产正被机构悄悄买入

Core Viewpoint - Global inflation remains persistent, prompting investors to seek anti-inflation assets, with a notable shift towards three lesser-known asset classes beyond traditional gold investments [1] Group 1: Inflation-Linked Bonds - Inflation-linked bonds are highlighted as a "hidden shield" against inflation, offering returns that are directly tied to the Consumer Price Index (CPI), thus providing higher interest as inflation rises [3] - The issuance of domestic inflation-linked bonds is projected to increase by 60% in 2025, with an institutional subscription rate reaching 95%, indicating strong demand [3] - These bonds allow ordinary investors to participate with a low entry threshold of 10 yuan, with annual returns expected to outperform CPI by 1-2 percentage points [3][4] Group 2: Infrastructure Funds - Infrastructure funds, which invest in sectors like energy, transportation, and digital infrastructure, are seen as a "long-term ticket" due to their stable cash flow and ability to adjust pricing with inflation [5] - A report from UBS indicates that 35% of global billionaires are increasing their allocations to infrastructure assets, with Chinese clients particularly active, expecting stable returns of 5%-6% [5] - The scale of domestic infrastructure funds has surpassed one trillion yuan in 2025, with many products offering dividend rates above 4% and good liquidity for both long-term holding and immediate cash needs [5] Group 3: Strategic Minor Metals - Strategic minor metals, such as rare earths, cobalt, and lithium, are emerging as potential investment targets due to their critical role in new energy vehicles and renewable energy sectors, with a projected 25% increase in global demand by 2025 [6] - The supply of these metals is constrained, leading to rising prices, and institutions are quietly positioning themselves through related thematic funds to hedge against inflation while benefiting from industrial upgrades [6] - Ordinary investors are advised to consider funds focused on green energy demand for these minor metals, which, despite higher volatility, offer significant long-term return potential [6]