Think Function, Not Form (TFNF) is an asset allocation framework I use to help me construct portfolios with diversified exposure to investments that have the potential to outperform in various economic environments. This intuitive framework categorizes several major asset classes according to how they have historically performed during four economic regimes: growth, inflation, stagflation, and weak growth.
2017 March-Wellington-A Framework for Thinking about Rising Inflation:Think Fun.pdf
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