58. Sticky inflation: The beginning of a new era?
Initial arguments that inflation would be transitory in 2022 have given way to the view that we are beginning a new economic cycle characterised
The Long-Short · AIMA
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Show Notes
Initial arguments that inflation would be transitory in 2022 have given way to the view that we are beginning a new economic cycle characterised by persistently elevated interest rates, inflation levels and consumer prices. But, does this present an opportunity for active managers to shine?
Henry Neville, Portfolio Manager at Man Group, is back in the studio to break down what inflation means for individuals and asset managers.
Henry outlines the types of strategies and assets that his models suggest will do well or poorly in the new environment and lays out the dilemma facing the Fed and other central banks looking to tackle inflation while avoiding a recession.
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