25min chapter

Top Traders Unplugged cover image

GM60: Preparing Your Portfolio for the Second Half of 2024 ft. Christian Mueller-Glissmann

Top Traders Unplugged

CHAPTER

Equity-Bond Correlations and Inflation Impact

Exploring the historical dynamics and future implications of equity and bond correlations in varying inflation scenarios. The conversation delves into optimizing portfolios with real assets, discussing the impact of inflation on demand, risk premiums, and asset mix recommendations. Additionally, the chapter compares inflation risks and portfolio allocations between Europe and the US, highlighting investment strategies and market trends.

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