Cents and Sensibility: the Inflation Guy Podcast Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier
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Sep 24, 2024 In this discussion, Chris Clothier, Co-CIO of CG Asset Management, shares his expertise on the role of inflation-linked bonds in portfolio construction. He delves into their advantages and risks, emphasizing how they provide inflation protection during economic downturns. The conversation also touches on macroeconomic trends reshaping strategies, the implications of globalization's end, and how historical connections to inflation can inform today's investing. Clothier’s insights are invaluable for anyone looking to navigate the complexities of modern finance.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 4min
Understanding Inflation-Linked Bonds
03:59 • 13min
Navigating Inflation and Investment Risks
16:52 • 20min
Macroeconomic Forces and Future Trends
36:34 • 5min
Strategic Portfolio Construction for Passive Investors
41:21 • 4min
Global Inflation-Linked Bonds Unveiled
45:26 • 9min
Exploring Historical Inflation Connections and Modern Implications
54:43 • 3min