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Lenny Mendonca

Lenny Mendonca

42 commentaries
1 videos & podcasts

Lenny Mendonca, Senior Partner Emeritus at McKinsey & Company, is a former chief economic and business adviser to Governor Gavin Newsom of California and chair of the California High-Speed Rail Authority.

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  1. roubini160_Spencer PlattGetty Images_stock market Spencer PlattGetty Images

    Inflation Will Hurt Both Stocks and Bonds

    Nouriel Roubini

    The longstanding negative correlation between stock and bond prices is an artifact of the low-inflation environment of the past 30 years. If inflation and inflation expectations continue to rise, investors will have to rethink their portfolio strategies to hedge against the risk of massive future losses.

    shows why the hedging strategies of the past three decades may no longer make much sense.
    1

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