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This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

David Evanson and Oliver Pursche

TheStreet.com, Spring, 2015

The risks of disinflation or falling inflation, and perhaps even deflation, to the U.S. economy are real, and we will likely contend with it for years to come.

As a result, investors will have to invest in a low interest rate environment for years, perhaps for the next decade.

This will require a significant change in how investors view the landscape, as negative returns from bonds along with flat commodity prices will limit investorszz choices in terms of how to lower portfolio volatility. read more

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.

This article was written with Oliver Pursche, the Co-Portfolio Manager of the GMG Defensive Beta Fund. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas each week.