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Inflation and Fed Policy Are on Collision Course, Page Says
Bloomberg Television· 2026-05-15 11:29
Hedging inflation risk. How much for challenge now is coming from the bond market. I think it's a meaningful challenge, Jonathan.You know when you're in the investment business and you're at a cocktail party and someone asks you for advice or stock tips, the good thing to say is always stay invested, stay diversified. But right now, I would say stay invested, stay diversified, hedge inflation risk. My message to our clients is diversify your hedges.Lisa has hinted at this. Treasuries won't do the job if we ...