The David Lin Report · Monday, June 29, 2026
Michael Howell recommends investors move towards defensive market areas, commodities for inflation protection, and shorter-duration government debt, including TIPS, due to tightening liquidity conditions and potential market volatility. He suggests these strategies offer better protection in the current economic climate.
“Well, I think the I mean, for me, the short answer is you've got to you've got to keep moving into the defensive areas of the market.”
“Um you've also got to start thinking about getting some protection from commodities uh because if that is if inflation is an embedded issue, then that clearly is something to to bear in mind.”
“And I would say to start moving towards shorter duration um government debt. I mean, that looks to be a fairly decent asset.”