The Role of Alternative Investments and Hedge Funds in a Traditional Portfolio
At Stonebridge Capital, we are convinced that we have undoubtedly entered a new macroeconomic regime, in which the traditional relationship between stocks and bonds has changed significantly. Investors should consider new approaches to asset allocation.
Inflation:
Miles to Go
At the end of the previous analysis, we pointed out our distrust in the FED-promoted argument of a short-term inflationary shock caused strictly by the supply side. With the passage of time, we can assess that the inflation rate in the short term got out of the control of the central bankers.
