Inflation By Any Other Name

Whether recent inflation data is being fueled by monetary stimulus, fiscal stimulus, or improving economic conditions, the pressing question is whether this is simply a transitory reflation or indicative of a longer-term trend that will adversely impact investment portfolios. Either way, SineCera Capital clients are prepared.

All-Weather, InvestingAdam J. Packer, CFA®, CAIA®May 21, 2021inflation, investing

The Imperfect Hedge, Without Wax

What are the best inflation-hedging assets? There’s a lot from which to choose. As a key component to our all-weather strategy, it’s important to highlight our investment selection process. Let the debate begin!

All-Weather, InvestingAdam J. Packer, CFA®May 12, 2020SineCera CapitalInvesting, inflation, All-Weather, Gold, Commodities

The Uncorrelated Mind