Inflation worldwide is going to surge in the years to come. On the supply side, issuance of the securities as a ratio of overall government debt is sharply declining…linkers look very attractive.
—Mickael Benhaim, Pictet in Geneva, $32b AUM

Inflation is driven historically by wages, and clearly if you have the unemployment rate rising, it begs the question where will you get inflation from. We’re projecting that there will be a global healing but that the recovery will be anemic.
—Chris Lupoli, executive director for global inflation-linked strategy at UBS AG in London

[CPI] could go back to 4 percent or even higher…[at least] the TIPS market is showing that we’re going back to trend inflation.
—Brian Weinstein, oversees $9 billion in inflation bonds at New York-based BlackRock

Pumping money into the system is very inflationary. TIPS will outperform.
—Kenneth Volpert, who oversees $180 billion in taxable bonds, including $14 billion in a TIPS fund, for Vanguard

Bloomberg

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