Sunday , 10 December 2017


Asset Allocation

The Ins & Outs Of Having TIPS And/Or TIPS ETFs In Your Portfolio

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Inflation expectations have been on the rise since before the U.S. election, but markets are now more convinced of higher inflation to come due to President-elect Trump’s talk of fiscal stimulus and tax cuts. Measured by break-evens in the Treasury Inflation Protected Securities (TIPS) market, inflation expectations for the next 10 years rose to 1.93%, the highest level since the summer of 2015. The long decline in inflation seems to be turning, as the CPI climbed 1.6% year-over-year, the most in two years. This changing environment has piqued investor interest in TIPS, and in turn, TIPS ETFs.

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What Should Investors Do: Flock to Pro-growth Equities, Participate in a New Gold Rush or Stick to the Fundamentals of Value Investing?

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What does the average investor do when someone with the temperament of Donald Trump gets into power? Do they flock to pro-growth equities, participate in a gold rush or stick to the fundamentals of value investing? Fund flow data will not show us the answer to this question for at least a few months yet, but we can begin to understand the bigger picture - especially as it relates to gold, fixed income and equities - in the article below.

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