Avoiding the growth trap: Confronting the sanguine inflation consensus

Searching for pragmatic opportunities vital

clock • 4 min read
Alison Savas of Antipodes Partners

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...

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