Inflation is one of the most important and debated topics for investors in 2024 and although it dropped faster than expected last year, it’s now proving sticky. This has significant implications for asset prices, monetary policy, and portfolio construction. 

In our latest video discussion, Damien Hennessy, Head of Asset Allocation and David Wright, Investment Director, discuss the following questions: 

• What are the main drivers of inflation trends in 2024 and how sticky is inflation likely to be?
• How will inflation affect bond markets and different segments of the equity market?
• How could the US election outcome influence inflation expectations and market confidence?
• What are the key portfolio construction considerations for investors in an environment of uncertainty?