Inflation

Inflation: a ‘perfect storm’

Head of Multi-Asset Income, John Stopford discusses global markets, central bank moves and his views on inflation as he looks towards a world after lockdown.

18 Feb 2021

16 minutes

John Stopford

To listen to this and other episodes, subscribe to our Big Picture podcast channel on Apple Podcasts or search for Ninety One Big Picture on your podcast app of choice.

General risks

All investments carry the risk of capital loss.

Authored by

John Stopford
Head of Multi-Asset Income

Related insights

Has inflation bottomed?

The Big Picture Podcast

Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower. Though some may see this as a halt in inflation's decline, Jason Borbora-Sheen disagrees, even suggesting continued disinflation is possible. Central bank reactions remain a key focus for market participants, and all eyes will be on the US Fed come 18 September.

Emerging perspectives

Navigating geopolitics and taming inflation: takeaways from the IMF-World Bank Spring Meetings

Our regional specialists highlight the most relevant takeaways for EM debt investors from this year’s IMF-World Bank Spring Meetings.

Macroscope

Inflation: Why the ‘hard asset’ mantra needs a rethink

Strategist Sahil Mahtani explains why the mantra of investing in so-called ‘hard assets’ during inflationary environments has a number of pitfalls, and why an active approach is more likely to benefit portfolios.

Podcast

Capturing resilient income during turbulent times

Bond investors' worlds have been turned upside down as inflation goes from transitory to troublesome. Rising yields might be a reality for years, not months. More than ever, resilient income generation is at a premium, explains John Stopford, Head of Multi-Asset Income in conversation with Lindsay Williams.

10 minutes

Macroscope

The Chinese have pivoted and no one else has noticed

Portfolio Manager Iain Cunningham discusses how it is time to look through the negative Chinese growth surprises and take advantage of depressed valuations.

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One.