观点投资

How investors need to adapt to a new era of ‘spikeflation’
投资者如何适应“尖峰通胀”时代?

Diversification is the first defence against uncertainty and investors should seek inflation hedges like commodities
葛里瑟姆:多元化投资是防御不确定性的首要手段,投资者应当寻求借助大宗商品等投资品种来对冲通胀。

The writer is head of multi asset at Royal London Asset Management, an investor in commoditiesInvestors are suffering cognitive dissonance on the topic of inflation. We have been in a seemingly intractable 1970s-style energy crisis that has the power to trigger a wage-price spiral and push the world into recession.

本文作者是大宗商品投资机构皇家伦敦资产管理公司(Royal London Asset Management)多资产主管

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