e-fundresearch.com: Why should investors consider an increase in allocation to your asset class in 2015?
Ronald Stöferle/Mark Valek: For the global economy, the question whether the tug-of-war between the “tectonic plates” of inflation and deflation will be decided in favor of one or the other will be very important. One thing is certain, the pressure that has been built up between them is becoming ever stronger. It is in our opinion by no means certain that inflationary forces will prevail. However, the socio-economic incentive structures and all-encompassing high indebtedness clearly suggest that in case of doubt, higher inflation rates will be tolerated. The political calculation is simple: there are few creditors and many debtors. True reform is politically unpalatable, as “austerity” is certain to lose elections. Inevitably, politicians will choose inflation. Should the inflation trend reverse, there would be excellent opportunities in inflation sensitive assets like gold, silver and mining equities.
Hinweis: Ronald Stöferle & Mark Valek (Incrementum AG) sind Speaker
beim ARC Outlook 2015 am 21. Jänner in Wien
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