The forecast for inflation is a topic of considerable debate, partly because it has important investment implications, and partly because forecasts range from expectations of high inflation to Japan-style deflation.
Few firms have as much interest ininflation as PIMCO because of the effect of inflation on the valuation of its portfolio.
Mihir Worah, managing director and head
Continue reading The Inflation Outlook and How It Should Influence Your Investments
Prosperity Concierge believes that investors should be heavily invested in emerging markets and commodity currencies.
See Prosperity Concierge’s long-term investment asset allocation recommendation in Trek III at Prosperity Trek.
Nouriel Roubini, the New York University professor who predicted the credit crisis, expects the dollar to weaken against Asian and “commodity” currencies such as the Brazilian real over
Continue reading Emerging Markets and Commodity Currencies – Roubini Predicts Dollar Drop