JPMorgan’s quant guru says stock investors are vulnerable to an inflation shock

May 10, 2021 by No Comments

MarketsInsider/Emily Graffeo/5-5-2021

graphic image displaying rising inflation vector

“For over a decade, only deflationary (long duration) trades were working, and many of today’s investment managers have never experienced a rise in yields, commodities, value stocks, or inflation in any meaningful way.” – Marko Kolanovic, JPMorgan chief global markets strategist

USAGOLD note: Kolanovic is one of Wall Street’s most influential market strategists. He says portfolios should be repositioned for a transition from a disinflationary economy to “more persistent inflation.” Among his recommendations is to move from bonds to commodities and stocks.

Share

The post Today’s top gold news & opinion first appeared on Today’s top gold news and opinion.

Original source: https://www.usagold.com/cpmforum/2021/05/jpmorgans-quant-guru-says-stock-investors-are-vulnerable-to-an-inflation-shock/