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Two crossed lines that form an X . It indicates a way to close an interaction, or dismiss a notification. The speech of Federal Reserve Chairman Jerome Powell, to the Economic Club of New York, appears on a television screen on the floor of the New York Stock Exchange, Wednesday, Nov. 28, 2018. AP Photo/Richard Drew
Inflation has not meaningfully risen in the US in several years.
But waves of fiscal and monetary stimulus could change that and impact inflation-sensitive assets.
Four experts dive into the prospects of an inflation comeback and how to position portfolios for it.
Inflation rates in the US haven t consistently hit meaningful levels in several years.
BlackRock fixed income investment chief Rick Rieder oversees $2.7 trillion in assets.
Rieder told Insider he s reversed many of his moves from a year ago as the world has changed.
He explained his current thinking, including bets on stocks and ditching a lot of useless low-yield bonds.
So much can happen in a year that markets have turned around 180 degrees from this time in 2020, according to BlackRock bond chief Rick Rieder.
Twelve months ago, investors were expecting an environment of slow but steady economic growth and their biggest worries included uncertainty tied to the upcoming presidential elections and the cooled-off trade war.