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A sharp reduction in interest rates in 2020 pushed up valuations of long-duration assets, including bonds and growth stocks, to very high levels. One of the biggest risks and opportunities for multiple asset classes for the next few years is navigating the inflation cycle and the prospect of a steepening yield curve as this duration trade potentially unwinds.
Lyn Alden Schwartzer is the founder of Lyn Alden Investment Strategy and is a contributing analyst to ElliottWaveTrader.net covering equities and alternative investments. With a background blending engineering and finance, Ms. Alden blends fundamental research with a global macro overlay to find opportunities in markets around the world.
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