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: 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
This content is from: Premium Why Paul Tudor Jones is Embracing Bitcoin The legendary macro investor is anticipating a surge in inflation in the post-Covid-19 world. By Stephen Taub May 11, 2020
This content is from: Premium Why Hedge Funds Are Embracing Gold Why Tudor, Greenlight, Horseman, and other hedge funds are embracing gold or an ETF backed by gold. By Stephen Taub May 19, 2020
This content is from: Premium A Hedge Fund Drastically Changed Its Strategy. Now It’s Paying the Price. Horseman Global, known for being heavily net short for the past decade, took a hit after positioning the portfolio to take advantage of rising inflation. By Stephen Taub June 22, 2020
Sponsored Material Winners and Losers in ESG Strategies A renowned quant shop rolls out an absolute return innovation that isn’t just long-only. Sponsored by CFM June 30, 2020
