2024-04-04 15:40:00 ET
Summary
- As inflation recedes from recent cyclical highs, many investors are selling their holdings of inflation-protected securities.
- The result? Explicit inflation protection has become unusually cheap.
- In our view, the right active inflation strategy should help investors beat inflation without sacrificing return.
By Serena Zhou, CFA, & AJ Rivers, CFA, FRM, CAIA
Investors have been selling inflation protection in the mistaken belief that it’s no longer needed. They’ve helped create a unique opportunity. ...
Read the full article on Seeking Alpha
For further details see:
Why Investors Need Inflation Protection Now