How and Where to Invest to Outmaneuver the Risks of Falling Inflation

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David Evanson and Oliver Pursche, 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

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