Pimco: Want to Have Inflation Protection in Portfolio

The video discusses the market's reaction to interest rates, particularly focusing on the tech sector's underperformance and potential for growth. It highlights the importance of inflation protection and investment in real assets like commodities and REITs. The discussion also covers emerging market currencies, emphasizing the need for caution due to the Delta variant. Finally, it explores strategies for government bonds, suggesting a cautious approach to duration.

What factors contributed to the underperformance of the tech sector prior to six weeks ago?

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How does the speaker view the current state of inflation and its impact on investment strategies?

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What are the potential benefits of investing in real estate according to the discussion?

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What is the speaker's perspective on emerging market currencies and their valuation?

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What is the speaker's outlook on government bond duration and its expected range?

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