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Is Your Portfolio Ready for Inflation?


Is Your Portfolio Ready for Inflation?

Forget the short term daily swings of the stock market, now is a time to look at what will be occurring in years to come to your portfolio. The U.S. government is running deficits and increasing the money supply at a rapid pace due to Covid 19. Going back to 1805, real assets have never been cheaper compared to financial assets. As history shows, when financial assets are this overvalued compared to real assets, populism and inflation start to rise. Does your portfolio have inflation protection today?

Written by

James E. Gore, CFA®, CAIA, CMT®

Jim serves as the Chief Investment Officer of THOR, is a Chartered Financial Analyst charter-holder, a Chartered Alternative Investment Analyst, a Chartered Market Technician, a member of the Association for Investment Management and Research and a member of the Cincinnati Society of Financial Analysts.

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