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.
Inflation: immovable forces versus irresistible trends
Inflation is one of the topics that we discuss the most in our team. With two competing narratives, it is the perfect subject for debate – structural deflationary forces on the one side, versus enormous stimulus and growth in money supply and savings on the other.
But with the market’s consensus inflation expectations having been so wrong for so long, in a recent Bloomberg interview I explained why we shouldn’t get carried away in either direction.
We also talked about the risks facing the technology sector and the importance of financial advice amid the social-media-inspired trading frenzy we have witnessed this year.
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