Many articles about inflation compare what we are experiencing now with what happened in the 1970s.
"We wanted to analyze the performance of the S&P500 and volatility against US 10-year rates and inflation (CPI Y/Y) during this specific period. The objective is to compare these historical figures and trends with what we have been observing over the last few months, in order to take advantage of the upcoming context and the increase in volatility that we expect."
Alexandre RYO, Head of Development for Ellipsis AM's Overlay & Customised Portfolio Solutions division, shares his analysis on the Swiss website Investir.ch.
Click below to read the article and access the Investir.ch website.