By: Ron Ryan, CFA, CEO, Ryan ALM, Inc.
We are happy to share with you recent research published by Ron Ryan, CEO, Ryan ALM. The investment horizon of today is certainly different than the last 10, 20, or 30 years. We would have to go back to the late 1970s and early 1980s to revisit an inflationary environment like we have today. The Federal Reserve is acting in an aggressive fashion to tamp high inflation. This action has effectively ended the 39-year bull market for bonds. As a result, many strategies that have been tested and used only in a fallling rate environment coupled with low inflation may not achieve similar outcomes. We hope that you find Ron’s ideas beneficial.
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