Inflation is rising at the fastest rate in 40 years. Geopolitical events are elevating prices, asset class valuations are elevated, credit spreads are tight and yields are low. From explicit inflation protection to real asset investments, there’s ample opportunity to deliver value to investors.
John Forlines III and Richard Brink discuss inflation trends and how they are navigating the current market environment. John Forlines III is Chief Investment Officer and Portfolio Manager at Donoghue Forlines, and teaches classes in behavioral finance and decision making in the Department of Economics at Duke University. Richard Brink is a senior Vice President and Market Strategist at AllianceBernstein with prior positions in the Alternatives and Multi-Asset Group and as a Senior Portfolio Manager in Fixed Income.