Range of hedge fund strategies offer inflation protection for investors

Which asset classes or trades offer the best inflation protection or hedge for investors?


John Brynjolfsson, Armored Wolf
There are three ways investors can best hedge against inflation. The first is to own intermediate maturity Treasury inflation protected bonds while hedging out their duration risk (by being short intermediate Treasuries, Treasury futures or paying fixed versus Libor on swaps.) This provides a contractual, tick for tick hedge against any increases in inflation expectations.

Second, investors can hedge against inflation by being long commodities. We prefer the broad

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