CIO views: inflation offence and defence

investment viewpoints

CIO views: inflation offence and defence

Higher inflation figures and central bank communication have ignited discussion about the character, and future, of price pressures in the global economy. A complex array of factors is driving inflation: will they prove temporary or more persistent? Central banks have generally insisted that current inflationary forces are transitory, but their messaging has been mixed: the Federal Reserve’s outlook at its last meeting was more hawkish than expected, only for policymakers to reaffirm their accommodative stance in the days after.

So what do we talk about when we talk about inflation? 

In the sections below, our CIOs present their views and how to best navigate a quickly changing setting in order to optimise the benefits of their asset classes. 

important information.

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