Assante Hydrostone’s blog and news updates.
June Edition of Portfolio Construction: Running Hot – Will the Inflation Run Last?
Consumers have only had to look at the gas pump or local grocery store the past few weeks to notice the increase in inflation and consumer prices. It seems like everything has gone up…
The good news is our portfolios have benefited from exposure to inflation-sensitive areas like resources and other real assets, as well as underweight exposure to fixed income. Now the big question is – will this inflation be temporary as the U.S. Federal Reserve suggests? Download the full report below.