global perspectives

Commodity prices and inflation

Salman Ahmed, PhD - Chief Investment Strategist

Salman Ahmed, PhD

Chief Investment Strategist
Charles St-Arnaud - Senior Investment Strategist

Charles St-Arnaud

Senior Investment Strategist
Jamie Salt - Analyst

Jamie Salt

Analyst

We expect the recent commodity price rise to continue through 2018. What does this mean for inflation and for investors? Here we discuss commodity price dynamics, their potential impact on inflation and the implications for investors. We argue that inflationary pressure is likely to be moderate and that equities and local currency debt in select emerging markets are best placed to benefit from a rise in commodity prices, in our view. READ MORE

important information.

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