Refine Search

Search Results

2 results found.

History Lessons: How “Transitory” Is Inflation?
by Rob Arnott, Omid Shakernia of Research Affiliates, 11/14/22

The US Federal Reserve Bank’s expectations for the speed of reverting to 2% inflation levels remains dangerously optimistic.

All Asset All Access: Investment Implications of Inflation Expectations
by Rob Arnott, Omid Shakernia of PIMCO, 12/15/21

Research Affiliates discusses the outlook for U.S. inflation expectations, and explains their business cycle model and how it informs portfolio positions.
2 results found.