The Inflation Moment

Monday 21 June 2021


Rising US inflation is unsettling the financial markets and stoking fears of an impaired economic recovery. Whether it is structural or fleeting is the subject of much debate. We believe it is structural, driven by strong economic growth, upward pressure on wages, huge fiscal and monetary stimulus, strong consumer demand and rising supply constraints. Over time, we believe that low inflation and low rates will become things of the past. This presents opportunities for investors, using the right instruments.


Read our latest paper “ Rising US Inflation: An opportunity for investors ”.