Inflation has bounced back vigorously from its pandemic-era lows: The headline rate for the US consumer price index has reached a 40-year high, while in the eurozone, the headline rate for the harmonised index of consumer prices is at its highest in 20 years. What does this mean for investors?
Listen to this Talking heads podcast with head of inflation Jenny Yiu and chief market strategist Daniel Morris as they discuss ‘The inflation revival.’ Co-authored by Jenny Yiu, this paper reviews historical inflation trends before outlining our near-term outlook as well as the longer-term catalysts for an inflation revival.
Jenny also explains the importance of managing inflation risk and the role inflation-linked bonds can play for fixed income investors seeking a solution to hedge against inflation.
Formerly known as ‘Market weekly’, Talking heads brings investors the in-depth insights on topics that really matter to them, analysis of the world and markets through the lens of sustainability and more great conversations with investment experts.
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