Thinking About Macro
The Memo by Howard Marks
The Risk of Inflation
The possibility of rising rates and thus lower asset prices troubles us all. I don't think it can be said that to day's asset prices are irrational relative to rates. Investors who feel strongly about the risk, or who worry more about interim mark downs might wish to emphasize floating rate debt. These are all ways one might prepare to day for an inflationary environment....
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