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Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier
Manage episode 441572727 series 3347271
Michael Ashton - the Inflation Guy द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Michael Ashton - the Inflation Guy या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
The Inflation Guy Podcast welcomes a special guest this week: Chris Clothier, co-CIO of UK asset manager CG Asset Management. Together, Chris and the Inflation Guy discuss how they think about inflation-linked bonds in the context of a portfolio: how to think about their return; different aspects of their risk; and what role/benefit they play in the construction of an 'all-weather' portfolio.
Please welcome Chris Clothier to the podcast!
NOTES
David Hackett Fischer, The Great Wave: Price Revolutions and the Rhythm of History. (https://www.amazon.com/Great-Wave-Revolutions-Rhythm-History/dp/019512121X )
Blog for this month’s CPI: “Inflation Guy’s CPI Summary (August 2024)” (https://inflationguy.blog/2024/09/11/inflation-guys-cpi-summary-august-2024/ )
To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/ (we may close up subscriptions to this soon)
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Check out the website! https://www.EnduringInvestments.com/
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