Macro: Inflation, deflation and recession - part I

You may not be thinking of the risks to your portfolio from either inflation or deflation, but they are real enough. John Addis explains why, and what to do about it.

Since the Global Financial Crisis (GFC) we’ve made a number of macro-driven calls that have driven our stock selections, quite successfully as it happened.

Our China crash protection portfolio has performed well, as have our model portfolios. We also anticipated the rush to yield and got to buy some great blue chips stocks at very cheap prices; and we steered members clear of the mining crash.

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