Inflation has been the spectre stalking the markets in the first half of this year. Major central banks talk of ‘transitory’ inflation, but are monitoring developments extremely carefully nonetheless.
Given unprecedented levels of fiscal and monetary stimulus post-pandemic, why should this time be different? How can major economies avoid a sustained rise in inflation? And how would that impact financial markets?
Jaime Arguello, CIO of Architas, Rémi Lambert, CIO of Architas France and Chris Iggo, CIO Core Investments at AXA Investment Managers discuss what’s on their investment radar. Hosted by Lorna Denny, Investment Specialist.
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