Mark Dowding

Head of Developed Markets, GAM
· tracked since Apr 2026
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TIP long 1 month ago
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90d
Average Return -2.3% Long Return -2.3% Short Return -
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7d -0.6%
30d -0.8%
90d
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Long
Apr 27
$111.80
-2.3%
Buy inflation-linked bonds for protection.
Supply shock from Hormuz closure will keep inflation elevated for at least six months, making inflation-linked bonds the best place to hide as nominal bonds and equities face headwinds.
Macro
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