Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier
Cents and Sensibility: the Inflation Guy Podcast

Ep. 122: The Role of Linkers in Portfolio Construction, with Chris Clothier

2024-09-24
The Inflation Guy Podcast welcomes a special guest this week: Chris Clothier, co-CIO of UK asset manager CG Asset Management. Together, Chris and the Inflation Guy discuss how they think about inflation-linked bonds in the context of a portfolio: how to think about their return; different aspects of their risk; and what role/benefit they play in the construction of an 'all-weather' portfolio. Please welcome Chris Clothier to the podcast!   NOTES David Hackett Fischer, The Great Wave: ...
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