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William H. Janeway

William H. Janeway

16 commentaries

William H. Janeway, a special limited partner at the private-equity firm Warburg Pincus, is an affiliated lecturer in economics at the University of Cambridge and author of Doing Capitalism in the Innovation Economy (Cambridge University Press, 2018).

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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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