Inflation today is a story that will play out in two parts, says Gargi Chaudhuri, head of iShares investment strategy for the Americas. Understanding this can help advisors position client portfolios smartly for the future.The first part will take place in the short term and be transitory, she says, positing that as the economy restarts, prices that were depressed during the pandemic will continue to rebound. Think of things like flights, hotel rooms, and sports tickets.
“There is going to be a resurgence of demand,” she...
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June 08, 2021 at 06:30PM
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The Inflation Story in 2 Parts: What’s Transitory and What’s Not - Barron's
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