August 17, 2012 at 13:58 PM EDT
Preparing Portfolios for Inflation by Ronit Walny, Kevin Winters of PIMCO
Although disinflation has seemed the more likely scenario in recent years, PIMCO expects inflation to accelerate from recent levels over the next three to five years, but double-digit rates are unlikely. An understanding of the constituents of the Consumer Price Index can help us design portfolios that seek to better defend against inflation. The cor...
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