MD

Mark Dowding 5.0 1 idea

Head of Developed Markets, GAM
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iShares TIPS Bond ETF
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  · Apr 27 · YOUTUBE
LONG HIGH
Positions
TickerDirEntryP&LDate
TIP LONG $111.80 Apr 27
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.
TIP HIGH Bloomberg Markets Apr 27, 09:42
Head of Developed Markets, GAM
Mark Dowding (Head of Developed Markets, GAM) | 1 trade ideas tracked | VGK, TIP, UKGILT | YouTube | Buzzberg