Understanding that we are in a deflationary environment (see here) doesn’t necessarily mean you have to buy up canned goods, guns, gold bars and search out for a good bunker. There are ways to protect yourself and even benefit in such an environment. In his strategy note this afternoon, David Rosenberg brings us his 5 ways to protect ones portfolio in a deflationary environment:
Source: Gluskin Sheff
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.