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Consider inflation risk in the post-Covid19 environment. An article from Forbes (attached) provides a set...

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Accounting

Consider inflation risk in the post-Covid19 environment. An article from Forbes (attached) provides a set of views as to whether or not we are facing inflation risk and whether such a risk is transitory or longer-term.

Thinking about your own Project Portfolio, do you feel you should be taking a defensive position in your portfolio construction to account for this risk? Why? Why not? What risks does inflation pose to your portfolio, outside the obvious one (the risk of achieving lower real returns on your investment)?

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