Signs that inflation is making a comeback are unnerving financial markets.
For some analysts and economists, the uptick in prices is a transitory move and is to be expected given where we currently are in the economic cycle.
However, others argue that this time around there has been a subtle shift in the tide and we are poised for a more sustainable period of higher inflation.
Explore our latest insights by clicking on the articles below.
Arnab Das: Inflation is set to be contained in a tug-of war game between competing forces
Arnab Das has a more benign view on the inflation outlook, arguing that major economic differences around the world point to varied growth rates.
John Greenwood: Inflation is a monetary phenomenon so don’t ignore the rapid rise in money growth
John Greenwood believes we could be on the verge of breaking out of the low inflation, low interest rate environment which financial markets have become accustomed to for many years.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
All data is as at 10 March 2021 unless otherwise stated.
This document is marketing material and is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell securities.
Where John Greenwood and Arnab Das have expressed opinions, they are based on current market conditions, may differ from those of other investment professionals and are subject to change without notice.
