How different asset classes and investment strategies have performed during periods of unexpectedly high inflation. While trend and momentum strategies have performed the best, what are some of the challenges with implementing those strategies.
Topics covered include:
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Show Notes
US Budget Deficit Hits $2.77 Trillion in 2021, 2nd Highest by Associated Press—U.S. News & World Report
India says nationwide birthrates drop below key ‘replacement rate’ by Gerry Shih—The Washington Post
The Best Strategies for Inflationary Times by Henry Neville Et al.
Trend Following: Equity and Bond Crisis Alpha by Carl Hamill, Sandy Rattray, and Otto Van Hemert
AQR hedge fund suffers $10bn in outflows by Laurence Fletcher—Financial Times
Is There a Replication Crisis in Finance? Theis Ingerslev Jensen, Bryan T. Kelly, and Lasse Heje Pedersen
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