Inflation always on our minds…

Especially when it’s low and nobody is expecting it.  People can’t ‘time’ handling of inflation expectations better than they can time the rest of the markets.  So every portfolio needs hedges against it built into their diversification plan.

The CFA institute blog posts a timely reminder:

https://blogs.cfainstitute.org/investor/2015/11/11/three-reasons-why-it-is-still-a-good-time-to-talk-about-inflation/

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