The manifestation of inflation is decisive for asset allocation

Monday, 31 May 2021

The current debate whether inflation is temporary or more structural is important. Yet, inflation is already persistent, but so far the inflation ghost has only shown its friendly face in the form of asset price inflation. However, the poltergeist could soon reveal its much scarier side by knocking on the CPI door, thereby spooking the asset markets. 

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Maria Thorvardardottir

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Maria Thorvardardottir