Almost every economic recovery that has come to an end has done so because inflation has outstripped wages, says Morningstar's Bob Johnson.
Recent moderation in commodity prices bodes well for milder inflation and the economy.
PIMCO's Bob Greer believes that active management gives investors more opportunities to navigate potential pitfalls in commodity investing.
Recent levels of inflation bumped up against the danger zone but should cool off over the next several months, says Morningstar's Bob Johnson.
For advisors worried about inflation, CPI swaps offer a more efficient hedge because they are a higher-yielding and shorter-duration alternative to TIPS, J.P. Morgan's Cavanaugh says.
©2012 Morningstar Advisor. All right reserved.