From the article:
The situation does not call for despair and inaction. It calls for thoughtful allocation of assets using common sense and history as our guide. We have suggested that opportunities for growth that will transition the monetary reordering should also be a part of the allocation. Look for global brands consolidating market share and companies that are rapidly growing earnings such as we see in technology and energy. It is imperative that investors be extremely well-positioned and nimble in this Brave New World.
Ready for inflation?