Time to get real on inflation-linked bonds

Also Interesting

• EMEA-Listed ETF Flash Flows
• Continuation of carry
• Notes on Global Equity Markets

BII Global weekly commentary

It may be time to add exposure to inflation-protected U.S. government bonds (TIPS). Why? The Fed has confirmed its intent to be patient with its next rate move and may let inflation temporarily breach its 2% target. Along with a slowing but growing economy, we believe this makes TIPS an attractive alternative to nominal bonds.