Pensions & Investments: Commentary: Inflation expectations vs. reality in the bond market

Jake Remley, senior portfolio manager at Income Research + Management, shared his ideas in an original article for Pensions & Investments
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Original article by Jake Remley

 

Jake Remley, senior portfolio manager at Income Research + Management, shared his ideas in an original article for Pensions & Investments on inflation trends and potential impacts on the bond market. Jake warned of the potential inflationary consequences of the government’s recent spending, coupled with the upcoming forecasted summer economic boom. He advised investors on how to accept owning fixed income given this inflation risk, stating investors could manage the duration of their portfolios and diversify their portfolios.

 

Read full article here (paywalled).

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