Disclaimer: Views in this blog do not promote, and are not directly connected to any L&G product or service. Views are from a range of L&G investment professionals, may be specific to an author’s particular investment region or desk, and do not necessarily reflect the views of L&G. For investment professionals only.

15 Feb 2021
6 min read

A hole in the inflation balloon?

Markets are increasingly pricing in a breakout in US inflation. On Bloomberg TV, I explain why we’re sceptical about that, despite high conviction in strong growth from the second quarter onwards.

hot air balloon

 

For more on the economic growth outlook, you can read Tim Drayson's recent blog here.

Inflation
john-roe.jpg

John Roe

Head of Multi-Asset Funds

With failed football dreams behind him, John applies the same level of enthusiasm to investing and how to improve outcomes by battling behavioural biases. He…

More about John

Recommended content for you

Learn more about our business

We are one of the world's largest asset managers, with capabilities across asset classes to meet our clients' objectives and a longstanding commitment to responsible investing.

Image of London skyscrapers

Sign up for blog email alerts

Receive the latest articles in a weekly digest by registering via the email preference centre