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Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier
Manage episode 441572727 series 3347271
A tartalmat a Michael Ashton - the Inflation Guy biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Michael Ashton - the Inflation Guy vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
The Inflation Guy Podcast welcomes a special guest this week: Chris Clothier, co-CIO of UK asset manager CG Asset Management. Together, Chris and the Inflation Guy discuss how they think about inflation-linked bonds in the context of a portfolio: how to think about their return; different aspects of their risk; and what role/benefit they play in the construction of an 'all-weather' portfolio.
Please welcome Chris Clothier to the podcast!
NOTES
David Hackett Fischer, The Great Wave: Price Revolutions and the Rhythm of History. (https://www.amazon.com/Great-Wave-Revolutions-Rhythm-History/dp/019512121X )
Blog for this month’s CPI: “Inflation Guy’s CPI Summary (August 2024)” (https://inflationguy.blog/2024/09/11/inflation-guys-cpi-summary-august-2024/ )
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Check out the website! https://www.EnduringInvestments.com/
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