Inflation is taking off as economies surge out of lockdown, supply bottlenecks emerge and energy shortages have sent the price of oil and gas soaring. While a return to 1970s levels is unlikely, we anticipate that inflation will remain above central bank targets for some time. That begs the question: which assets provide the best shield against inflation, and what impact will inflation have on the drive towards a low-carbon economy?
Can you ground your investments as inflation takes off?
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