Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns
Macro Hive Conversations With Bilal Hafeez
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The Market's View on Real Yields Going Forward
I think we will get negative real yields because there have to be to sort out this debt problem over time. There's obviously a very wide outcome to potential inflation over the next 10 years. The market firmly believes that we have had two or three influences which have moved inflation above two. And as soon as they've gone through the system, take has gone through the Python, we'll go back to two-percent inflation. As mentioned earlier, I believe that to be very likely in the same.
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