Big Question: How are you positioned as we head into a global inflationary environment (part III)?

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Big Question: How are you positioned as we head into a global inflationary environment (part III)?

In the third part of a special Big Question, fund managers reveal their outlooks for global inflation and how this is impacting their portfolios.

Kommer van Trigt, portfolio manager of Robeco Global Total Return Bond fund and head of the Robeco global fixed income macro team Caution on high yield Current inflationary pressures are mainly the result of rising oil prices. But we do acknowledge that economic growth has improved and deflationary pressures have abated. Central banks are all moving in the same direction: towards a gradual normalisation of their stimulus policies. Markets currently underestimate the pace at which this will happen. Global government bond levels are a risk to portfolios - so why hold them? The M...

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