Charles Gave: Possible Paradigm Shift Ahead Preview. 2018-03-29
b'FS Insider interviews Charles Gave of Gavekal Research on what happens to bonds, stocks, and, most importantly, most investors portfolios when the 30-year downtrend in inflation reverses. Charles discusses his overall macro outlook, investment implications as it relates to stock-bond correlations during past inflation cycles, what this means for diversification, and the specific asset classes that historically do well or poorly in such an environment.'