Recent inflation headlines have made for uncomfortable reading, and volatility picked up as investors remained sceptical of policymakers’ messaging. But we don’t think rising inflation is here to stay as there are too many other phenomena that will push it down.
Jobs are the key to true recovery and the best clue to the path of longer-term inflation. Meanwhile, the great vaccination rolls on.
After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.
Breaking the inertia of old habits can be revitalising. Brits are up for a change and that could spark a regional economic revival.
Inflation concerns aren’t receding despite policymakers’ best efforts. Expect more inflation scares to trigger further stock and bond market volatility.
Inflation is all investors can think about right now, causing stock markets to wobble a bit. More focus should be on the steady march to recovery. There’s fun to be had.
2020 was a year of incredible stress in markets, so how did multi-asset investing perform and is it fit for purpose in 2021? How are multi-asset managers using alternatives and what is the role of fixed income at a time of rising yields? Listen to David Coombs and panellists discuss this and much more.