The ‘great inflation’ saw not only price growth, but also inflation volatility, spike higher. And even as inflation itself has fallen back more recently, inflation volatility has remained elevated. Paul Diggle and Luke Bartholomew discuss why structural changes in the global economy, stalling globalisation, geopolitical fragmentation, and climate change may all mean that is here to stay – and why this would have significant implications for financial markets and portfolio diversification.
Institutional
For professional investors managing investments on behalf of someone else.