Inflation is more important to the U.S. stock market than interest rates, writes Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, in a recent Fortune article. Analyzing…
Tag: inflation
Dan Fuss on Re-Engineering a 60/40 Portfolio
In today’s rising interest rate environment, Loomis Sayles Vice Chairman Dan Fuss says he would tilt the stock-bond mix toward equities. This according to a recent article in Financial Advisor…
Stock Market Playbook Rewritten by Inflation Angst
Inflation is bad news for bond investors but can be less “’categorically awful” for equity traders, “given the ability of certain companies to wring profits from higher prices.” This according…
This Group Likes Accelerating Inflation
In a recent MarketWatch article, contributor Mark Hulbert asserts that while most investors don’t like rising inflation, value investors are an exception. Value investors, Hulbert argues, “are keenly aware that…
Fed: Possible Win from Rising Bond Yields and Inflation Expectations
A recent article in Reuters reports that Federal Reserve officials are hopeful that a recent rise in U.S. bond yields and inflation expectations may indicate that its new monetary approach…