Roundtable discussion: The post-pandemic inflation conundrum for income investors

Central bank response key

Inflation in the US and elsewhere is expected to tick up in the near term as economies reopen and consumers spend pent-up cash. But can it last and what will be the impact for income investors?

Central banks are unlikely to act quickly in response to expected inflation spikes this year, according to a panel of multi-asset experts. At a roundtable hosted by Investment Week and SPDR ETFs at State Street Global Advisors on 21 April entitled 'Dividends versus Coupons', managers discussed the outlook for inflation and its potential impact on income-focused assets and markets. Inflation is expected to rise this year as consumer spending rises and normal economic activity resumes, bouncing back from the dip in the first half of last year.  According to the latest figures, US consum...