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Even though we expect inflation to be well contained over the next year, investors should not be complacent.
We think this is a good time for investors to incorporate inflation hedging and realign the inflation sensitivity of their portfolios.
Investors who are concerned about inflation should focus on increasing their exposure to asset classes that provide a positive beta to changes in inflation.
We see gold as a compelling inflation hedge and store of value.
PIMCO expects modest inflation this year in the U.S., but there are upside and downside risks to that scenario.