This content is from: Portfolio Economists ‘Push Back’ on Arguments for Higher Inflation Arguments for strong inflation don’t pass the “smell test,” according to a Bank of America research note. By Christine Idzelis September 18, 2020
This content is from: Portfolio Investors Are Unprepared for a Long-Forgotten Risk Inflation is likely coming and it requires some creative portfolio construction, according to new research from Fidelity. By Julie Segal September 08, 2020
This content is from: Portfolio Inflation Never Materialized After the Last Crisis. JPMorgan Thinks This Time Is Different. As the U.S. budget deficit swells, the firm warns investors to brace for inflation. By Christine Idzelis April 27, 2020
This content is from: Premium David Einhorn Is Making a Big New Bet. Will It Be Another Debacle? The Greenlight founder joins Paul Tudor Jones and Russell Clark in betting on inflation. But some of his other major wagers of the past few years have flopped. By Stephen Taub August 04, 2020
This content is from: Portfolio Investors Should Brace for Higher Inflation and Lower Returns in 2020s, Bank of America Warns The bank’s investment strategists expect volatile and low returns like the “stagflationary” 1970s. By Christine Idzelis May 08, 2020
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