Inflation will remain an important issue for investors for some time. High inflation affects nominal and real investment returns in many ways. In this report we outline the various and often complex drivers in play.
In our latest 'CIO Special – Peak inflation and beyond' we focus on:
- Inflation rates should fall next year but the process may be slow
- Current inflation pressures combine both “demand pull” and “cost push” pressures
- Empirical studies may shed light on the relationship between inflation and individual asset classes