Fixing Fixed Income

Fixing Fixed Income

The true importance of commodities to an investor is their ability to insulate one's bond holdings from some of the more unfavourable influences upon them - notably a quickening of inflation and an acceleration in growth. Here, in outline, are the results of a detailed exploration of how the two may be dynamically combined to better ride the business cycle.

Baf5df007c8e457d941726413db8e1eb?s=128

Cantillon Consulting

August 31, 2018
Tweet