Portfolio Allocation in an Inflationary Environment
Guest Expert: Derek Horstmeyer, George Mason University
Date:
Webinar Replay Description
Professor Derek Horstmeyer shared his extensive research on how rising interest rates and rising inflation affect investors' portfolio.
Comments
Here are comments from listeners:
The information presented was very informative and interesting. The session has provided a basis to educate my clients regarding what to possibly expect in the next coming months regarding their investment portfolios.
- James
I finally learned the definition of inverted yield curve - 10 yr minus 2 yr treasury. Long term investing is not adjusting allocations quickly. Tech and discretionary has not done well in inflationary times. Gold and Oil have been the largest gainers on average.
- Aaron
What to invest in during times of high (like now) inflation -- very helpful.
- Kevin
Real Estate, Gold , Oil and Silver correlate the most with inflation and changes in inflation
- Michael
I knew that commodities, RE and TIPS are good options during inflationary times but have more confidence in them after seeing results of Derek's research.
- Reed
The information presented was very informative and interesting. The session has provided a basis to educate my clients regarding what to possibly expect in the next coming months regarding their investment portfolios.
- James
I finally learned the definition of inverted yield curve - 10 yr minus 2 yr treasury. Long term investing is not adjusting allocations quickly. Tech and discretionary has not done well in inflationary times. Gold and Oil have been the largest gainers on average.
- Aaron
What to invest in during times of high (like now) inflation -- very helpful.
- Kevin
Real Estate, Gold , Oil and Silver correlate the most with inflation and changes in inflation
- Michael
I knew that commodities, RE and TIPS are good options during inflationary times but have more confidence in them after seeing results of Derek's research.
- Reed
05.05.2022 - Portfolio Allocation
Attendees Comments:
The information presented was very informative and interesting. The session has provided a basis to educate my clients regarding what to possibly expect in the next coming months regarding their investment portfolios.
- James
I finally learned the definition of inverted yield curve - 10 yr minus 2 yr treasury. Long term investing is not adjusting allocations quickly. Tech and discretionary has not done well in inflationary times. Gold and Oil have been the largest gainers on average.
- Aaron
What to invest in during times of high (like now) inflation -- very helpful.
- Kevin
Real Estate, Gold , Oil and Silver correlate the most with inflation and changes in inflation
- Michael
I knew that commodities, RE and TIPS are good options during inflationary times but have more confidence in them after seeing results of Derek's research.
- Reed