Visser: Inflation will remain significantly higher than bond yields through 2026
Jordi Visser · Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221) · Nov 8, 2021 · at 7:42
Jordi Visser, President and CIO of Weiss Multi-Strategy Advisors, explains why negative real yields will impact institutional portfolio construction.
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“And the upcoming next five years, it's one thing to have lower for longer yields. It's another thing to have lower for longer yields when some people's benchmarks, meaning inflation or the cost of living are way above those yields. And that's the change that I think is going to happen.”
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