Lindsay Politi is Head of Inflation Strategies at One River Asset Management. Lindsay began her career at Wellington Management in Boston where she was head of Global Inflation-linked Investments. In that role she was one of the top TIPS managers by assets, managing over $10 billion in dedicated assets, with a top quintile track record for excess in her peer group. She then joined Tudor Investment Corporation in Greenwich as a discretionary macro investor, translating her inflation strategy onto a macro hedge fund platform. She then joined One River Asset Management in 2018. In this podcast we discuss:
The short-, medium- and long-term drivers of inflation
Why near-term inflation could still rise even with growing recession fears
Why changes in interest rates could matter more than the levels of interest rates
How housing affects inflation
Possible parallels to the 1970s
Why inflation volatility matters
Whether the Fed will cut rates in 2023
Why the TIPs market may not give an accurate measure of long-term inflation
(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)
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