Listen to this Talking heads podcast with head of inflation Jenny Yiu and chief market strategist Daniel Morris as they discuss ‘The inflation revival.’ Co-authored by Jenny Yiu, this paper reviews historical inflation trends before outlining our near-term outlook as well as the longer-term catalysts for an inflation revival.
Jenny also explains the importance of managing inflation risk and the role inflation-linked bonds can play for fixed income investors seeking a solution to hedge against inflation.
Formerly known as ‘Market weekly’, Talking heads brings investors the in-depth insights on topics that really matter to them, analysis of the world and markets through the lens of sustainability and more great conversations with investment experts.
Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. The views expressed in this podcast do not in any way constitute investment advice.
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