Inflation Likely to Accelerate: A Non-consensus View

Inflation is usually suppressed after recessions, particularly a deep one like the one caused by the coronavirus. Forward inflation swaps are pricing a muted inflation recovery.

Our view goes against the consensus. Markets are unprepared for unexpected inflation, and investors might consider reviewing their allocations to inflation hedges like real assets.

You can now read the full whitepaper at the link below 

 

Supporting documents

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