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(1) US TIPS vs Gold, Part 2: Inflation Hedges And Beyond (7 min read) John Butler and George Goncalves return with their second installment on inflation hedging. They drill into the housing and energy components of the CPI to determine whether TIPS or gold provides the better hedge.
(John Butler, George Goncalves │ 28th September, 2020)
How should I position my portfolio if inflation comes back? (JP Morgan Asset Management, 2 min read)
The Vise Tightens on the Dollar (Project Syndicate, 5 min read)
Most Americans Want To Wait Until After The Election To Fill The Supreme Court Vacancy (FiveThirtyEight, 6 min read)
(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.)