What Investment Strategies Do Best During High Inflation Periods?
How different asset classes and investment strategies have performed during periods of unexpectedly high inflation. While trend and momentum strategies have performed the best, what are some of the challenges with implementing those strategies.
Topics covered include:
What has led to today's high inflation environment and why it is unique
How current demographic and technology trends are disinflationary
How many inflationary regimes have there been in the past
How stocks, residential housing, commodities, collectibles performed during high inflation environments.
How trend following and momentum have been the best performing strategy during high inflation environments.
Which trend following and momentum approaches have worked best for individual investors.
