Investors Face a New “Whip Inflation Now” Problem

Published on
January 25th, 2022
Duration
50 minutes


Investors Face a New “Whip Inflation Now” Problem

Real Vision Essential ·
Featuring Martin Leibowitz and Rob Arnott

Published on: January 25th, 2022 • Duration: 50 minutes

Fear of inflation has been on the rise ever since the Federal Reserve embarked on its “unconventional” policy path in the aftermath of the Global Financial Crisis. Well, it’s here now. The question is how will investors deal with it. The Fed is poised to hike rates, even amid rising global uncertainty. How will this dynamic impact asset allocation and total return? Martin Leibowitz, president of Advanced Portfolio Studies LLC, joins his longtime friend Rob Arnott of Research Affiliates to discuss a critical moment for financial markets and investors. Recorded on January 18, 2022.