Hedge Against Inflation, BlackRock's Taw Says

The video discusses the current state of global markets, highlighting the impact of COVID-19 and vaccine news on equities. It explores the rotation in market sectors, particularly the shift towards laggards and cyclicals. The potential for inflation in 2021 is examined, with suggestions for investors to consider inflation protection strategies. The video concludes with advice on hedging against inflation through gold, TIPS, and cyclical equities.

What recent milestone did the Dow achieve?

How has the consensus on China GDP for next year been characterized?

What are the implications of rising infection rates on market performance?

What factors are contributing to the current market rotation?

What is the significance of inflation protection in investment portfolios?

How do central bank policies affect investor behavior in the current market?

What role does oil price play in the context of inflation expectations?