We like allocating towards TIPS at prevailing real yields. Given our structural Age of Scarcity thesis, we suspect a regime shift in the coming years where inflation realizes more than breakevens.
TIPS for the long run
TIPS for the long run
TIPS for the long run
We like allocating towards TIPS at prevailing real yields. Given our structural Age of Scarcity thesis, we suspect a regime shift in the coming years where inflation realizes more than breakevens.