05.05.2022 - Portfolio Allocation
Portfolio Allocation in an Inflationary Environment
Presented by Derek Horstmeyer, George Mason University
Professor Derek Horstmeyer shared his extensive research on how rising interest rates and rising inflation affect investors' portfolio. Derek discussed how negative real interest rates and central banking policy relates to risk taking. Derek also discussed what asset classes do best when inflation is peaking and what can be done to safe guard position when rates increase.
Attendees 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
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