Inflation and Portfolios
The likelihood of sustained higher inflation has increased, with ongoing supply chain issues and rising services inflation contributing to this trend. As the labor market tightens and wage inflation persists, average inflation over the coming years may exceed expectations, impacting asset allocation strategies. Additionally, higher realized interest rates and increased volatility are anticipated as a result of these inflationary pressures.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
Related Questions
Will there be a rise in inflation?
Will there be a rise in inflation as discussed in the episode Prof G Markets: The Biggest Stories of 2022 and the clip Energy and Inflation Crisis?
Will there be a rise in inflation as discussed in the episode Prof G Markets: The Biggest Stories of 2022 and the clip Energy and Inflation Crisis?