Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier
Cents and Sensibility: the Inflation Guy Podcast
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Understanding Inflation-Linked Bonds
This chapter explores the role of inflation-linked bonds in portfolio construction, sharing personal insights from the speaker's journey in this niche. It highlights the risks and returns associated with these bonds, comparing them to nominal bonds while addressing market inefficiencies in inflation forecasting. Emphasizing the need for investors to consider inflation protection, the discussion also analyzes historical trends and the benefits of inflation-linked bonds during economic distress.
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