Avoiding the growth trap: Confronting the sanguine inflation consensus

Searching for pragmatic opportunities vital

clock • 4 min read
Alison Savas of Antipodes Partners
Image:

Alison Savas of Antipodes Partners

There are few investors currently prepared to take a contrary view on inflation. Most are expecting it to rise but view it as transitory – a shorter-term consequence of Covid-19 already broadly priced into markets.

But what if near-term inflation surprises on the upside? What if higher inflation is here to stay for the longer term? Many portfolios are poorly positioned for these outcomes. At Antipodes, we are...

To continue reading this article...

Join Investment week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Markets

These price increases follow already substantial price hikes for semiconductors from 2021

Franklin Templeton: High barriers to entry compound 20% semiconductor price hike

Follows previous substantial hikes

Melanie Boulton
clock 26 May 2022 • 2 min read
Vince Childers of Cohen & Steers

Impact of Russia-Ukraine war ripples across real assets

Commodities and real estate affected

Vince Childers
clock 26 May 2022 • 4 min read
Luke Hickmore, investment director fixed income, abrdn

Jubilee economics - how does 1952 compare to 2022?

Some similarities

Luke Hickmore
clock 24 May 2022 • 4 min read
Trustpilot