Inflation has walked through the door. Is it popping by for a quick visit, or is it moving in? Denise Crowley, head of structured investments at ZAIS Group, is preparing portfolios for either scenario.
ZAIS Group is a $6.9 billion alternative credit manager based in Holmdel, New Jersey. Crowley joined the firm at its formation in 1997, so she has seen a few market cycles.
The CPI for November showed an unadjusted annual CPI increase of 6.2%, above consensus expectations. It . . .
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