Trick or Treat: Which assets will rise from the dead?
Many Happy Returns
00:00
Is Inflation a Good Thing?
The inflation linked bonds are still exposed to yield. If real yields rise, you will lose money. Conversely, if yields come down, long duration tips will give you a bigger boost. Are we going to see real yields rise massively from here? Probably not. You know, we've already seen a big increase. So the question is that pricing in enough growth now?
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