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Columbia Threadneedle Investments: Why measuring the output gap supports our asset allocation

Investment news for Financial Advisers and Paraplanners

3 Dec 2019

Columbia Threadneedle Investments: Why measuring the output gap supports our asset allocation

Changes in our high frequency measure of the US output gap track accurately changes in the Fed Funds rate. This relationship highlights that the market currently prices a continuation of downward inflationary pressures, over and above what the Fed expects. This supports our asset allocation of remaining underweight government bonds and overweight lower-duration, higher-yielding assets such as credit.

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