Inflation is at the forefront of investors and policy makers minds; central banks are primarily focused on tightening monetary policy to curb inflation making economic growth a secondary consideration. Senior Investment Consultant, Shailesh Jain, speaks to Head of Asset Allocation, Damien Hennessy to discuss these trends.
0:41 – 2:35 Inflation trends: Europe, US and AU
2:36 – 4:53 Long term inflation expectations
4:53 – 5:45 What central banks fear most - Inflation expectation
5:46 – 7: 46 What markets will turn their attention towards next?
7:47 – 10:47 What asset classes are starting to look interesting and why?