- Most investors, including me, have limited experience of inflationary risk.
- This paper, from 2021, is an excellent guide – looking at passive/active strategies across asset classes over the past 95 years.
- As we have seen it is tough – unexpected inflation is bad for traditional assets (bonds, equities). Commodities do well but depends which ones. Trend following and active equity are the best protection.
The Best Strategies for Inflationary Times
