IDEAS AND KNOWLEDGE TO INSPIRE YOUR INVESTMENTS THINKING
12 August 2021
Are inflation fears justified?
Unsurprisingly, the jury is out as to whether inflation is transitory or more permanent. The medium-term picture is nuanced so determining whether 2021 marks a turning point is more complicated than simply pointing to an increase in fiscal stimulus. At this juncture it is too early to draw firm conclusions; however, there is a strong and growing probability that the conditions which would facilitate an evolution towards a more inflationary regime globally are in place.
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