Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier
Cents and Sensibility: the Inflation Guy Podcast
Navigating Inflation and Investment Risks
This chapter focuses on risk management strategies in investment, particularly contrasting equity and bond investor perspectives. It highlights the implications of inflation-linked bonds versus nominal bonds during economic fluctuations, emphasizing the need for strategic portfolio construction amid changing market conditions. The discussion also covers historical correlations between stocks and bonds, providing insights on effectively managing inflation risk in today's financial landscape.
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