Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
One of the key concerns of professional investors in recent months has been the outlook for inflation. Price indices have spiked, while plans for large fiscal stimulus and spending on turning the world green have called into question the long-term trends. Yet prior to the pandemic the more widely held concern was about the possibility of deflation. So has the pandemic changed everything? Two of our analysts discuss whether the current period of high inflation is indeed ‘transitory’, and what the answer means for investment strategies.
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