Navigating Stubborn Inflation: Risks, strategies, and portfolio construction for a possible decade of rising prices

Click here to read the blog online. What if inflation remains stubbornly high for over a decade? Today, I explore the potential risks of increased inflation and interest rates, based on compelling research by US firm Research Affiliates. We delve into the historical behavour of inflation since 1970 and discuss the significant impact of low interest rates and quantitative easing on the current inflation scenario. Join me as I examine the ripple effects of higher interest rates on borro...