Intech's Daniel Needham on Global Inflation-Linked Bonds

Independent Financial Adviser

"We're in an environment where governments, in the face of the worst post World War II global recession and significant deflationary risks, have passed measures aimed at significantly 're-inflating' the economy," Daniel Needham says.
"As such, we are seeing unprecedented government stimulus, including the use of quantitative easing, that has the potential to be highly inflationary in the medium term and this, in turn, increases the risk of the upside inflation surprise in the future.
"We view GILBs as an attractively-priced hedge against that inflation surprise for an investor holding nominal government bonds." Read more