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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 375.93

-1.8%

Nov 14 4:00 PM EST

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To: TobagoJack who wrote (35153)	5/26/2008 5:57:47 PM
From: Night Trader	Read Replies (2) of 217802

Some sage advice (particularly the last part): “Tim Bond, head of global asset allocation at Barclays Capital, offered the following investment advice: • To invest successfully in inflationary conditions, portfolios need to be narrowly focussed on the handful of assets that cause – or benefit from – inflation. • Portfolio diversification is deadly, destructive and will diminish wealth. • Bonds of all types – aside from index-linked – have no place in portfolios at current yields. • Even index-linked bonds’ ability to protect wealth from inflation is currently hobbled by very low real yields. • Equity exposure should be narrowed to energy, basic resources, industrial goods & services and – once the write-offs are complete – financials. During inflationary periods, these are the only sectors that deliver positive real returns. • Maintain an overweight position in physical commodities. • Accept that much higher-than-normal portfolio volatility is the price to pay for positive real returns when inflation is high.”

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