Inflation: An Investment Playbook
Explore how we we examine the leading inflation theories, the efficacy of common inflation indicators and how investment portfolios will need to be restructured should inflation prove less transitory than anticipated.
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Inflation: An Investment Playbook
A Review of Macroeconomic Theories of Inflation
Inflation may be one of the most deeply analyzed of all economic phenomena—and perhaps the most debated. Here is a quick summary of leading economic theories on the causes of inflation.
Reading the Inflation Tea Leaves
The nation’s most recent brush with high inflation was during the years of the Great Inflation—a period that began in 1965 and ended in 1982. It was a time of massive changes that witnessed the
abandonment of the global monetary system (Bretton Woods), four recessions and two severe energy shortages.
In this white paper, Inflation: An Investment Playbook, we examine the leading inflation theories, the efficacy of common inflation indicators and how investment portfolios will need to be restructured should inflation prove less transitory than anticipated.
