Inflation Isn’t Dead

Everyone thinks inflation is dead. Now may not be the time to believe it. 

Bonds have been in a negative downtrend since Q4 2020. The recent uptick driven by decreasing inflation seems positive on the surface. However, upon further inspection, we learn that inflation has been decreasing due to weakening consumer spending as labor demand has fallen. Companies are decreasing prices and still seeing purchasing continue to decline leaving their margins to degrade.

Historically, shaky conditions are when bonds are a useful hedge. However, due to the macro environment, we may find ourselves in a world where bonds and stocks move down together. How should advisors be handling this territory which has basically been uncharted since the 70s?

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New territory requires new tools and today, that tool is Pave Pro.

Pave Pro creates, manages, and trades bespoke strategies for each client. Simply integrate with your custodian, enter client preferences, and let Pave Pro do the rest. Advisors even have the ability to use a series of factor tilts to over expose or under expose portfolios to certain economic factors. In an environment like ours, setting the Interest Rate Sensitivity tilt to underweight could insulate clients from rocky conditions.

Pave Pro uses a proprietary asset scoring system that outperformed the S&P 500 on average by 3% for over a decade while managing billions of dollars for high-net-worth individuals (1). Today, that system is hard at work monitoring the markets and continually reassessing the optimal asset mix for evolving conditions. Now advisors can let Pave Pro watch over client portfolios and make adjustments to keep risk in check while aiming to outperform.

To learn more, please reach out by emailing salessupport@pavefinance.com or pressing the button below. We look forward to speaking with you.

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“Pave Pro makes me feel like a hedge fund manager with 10 analysts.” - RIA, $300M AUM (2)

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2. Testimonial provided by Dre Griggs in August of 2023. Dre is not a current client of Pave Finance, Inc. ("Pave") or any of Pave's affiliated entities. No compensation was provided in exchange for this testimonial.

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