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Our views 27 May 2021

Positioning for an inflationary post-Covid recovery

38 mins

Head of Multi Asset, Trevor Greetham and Senior Economist, Melanie Baker consider how inflationary pressures are very much in evidence as developed economies re-open.

However, they believe fiscal and monetary policy is extremely loose and policy makers appear to be in no hurry to tighten.

Trevor and Melanie debate:

  • What are the risks that a short term burst of inflation will become more entrenched?
  • Which sectors and asset classes are most likely to protect purchasing power?
  • Does this period finally spell the end for the bull market in bonds?
  • Should investors be looking to diversify more broadly, to protect wealth and to capitalise on emerging trends?

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Recorded: 27 May 2021
Duration: 38 minutes