Special Report: Astoria's Q4 Investment Outlook – You can’t turn the inflation spigots on and off
Astoria has been quite vocal about using cyclical and inflation sensitive assets to provide protection for one’s portfolio. Over the past 10 years, global economies have been mired in a deflationary and low interest rate environment. We think fundamentally this has now changed due to COVID which did 3 crucial things: Broke supply chains and forced the cost of goods/services to skyrocket Introduced fiscal stimulus, given monetary policy was no longer an effective means to stim
Special Report: Astoria's Q4 Investment Outlook – You can’t turn the inflation spigots on and off
Click here to read Astoria’s Q4 Investment Outlook Astoria has been quite vocal about using cyclical and inflation sensitive assets to provide protection for one’s portfolio. Over the past 10 years, global economies have been mired in a deflationary and low interest rate environment. We think fundamentally this has now changed due to COVID which did 3 crucial things: Broke supply chains and forced the cost of goods/services to skyrocket Introduced fiscal stimulus, given monet
