Investors Doubt Trump’s Ability to Jawbone Markets to More Gains

BofA's Winnie Wu says investors are starting to price in prolonged inflationary pressure, signaling elevated risk of higher rates and weaker real returns. She advises diversifying positions — portfolio actions could include increasing inflation hedges (TIPS, commodities) and reducing duration exposure to manage downside risk.

Analysis

BofA's Winnie Wu says investors are starting to price in prolonged inflationary pressure, signaling elevated risk of higher rates and weaker real returns. She advises diversifying positions — portfolio actions could include increasing inflation hedges (TIPS, commodities) and reducing duration exposure to manage downside risk.