Inflation: Retail Blocks

Inflation is back, and it’s everywhere

Inflation is not just another news headline. You might have noticed it at the grocery store or when fueling your car, everyone has been confronted by the stark reality of higher and higher prices.

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Inflation: Infographic

Discover why it matters and how to prepare.

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Commodities

Consumers all over the world are continuing to grapple with higher prices for groceries, fuel, furniture, and other typical household expenditures.

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Exploring real assets and absolute return strategies in an inflationary regime

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Inflation is running significantly above central bank targets across the world.

Inflation Video

Are you wondering what inflation is? What is driving it and why you should pay attention?

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Inflation Video

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Are you wondering what inflation is? What is driving it and why you should pay attention?

Inflation: Macro Story

Higher inflation rates can be a challenge for investors but we believe that these challenges can also be seen as opportunities. In an environment of higher inflation, we believe investors could explore opportunities that have the potential to deliver real returns.

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2022

Soaring shipping costs, recovering demand and global supply chain disruptions will keep inflation elevated in 2022. This trend will join forces with the ongoing re-shoring wave, restrictive trade policies, and geopolitical tensions that may exacerbate price pressure. Another inflation leg could come from higher producer prices passed through to consumers.

Supply-chain bottlenecks and PPI-CPI pass through

2022

Geopolitics fuel inflation through commodity prices

The Russia-Ukraine war is adding on top of sustained inflation pressures, contributing to sustained price trends, especially for commodities.

2022

Psychological dimension is starting to kick in

Inflation has a critical psychological dimension that depends on forces of memory, forgetfulness and policymaker’s behaviour. While consumer demand and labour markets are strong – especially in the United States - investors should be aware of the wage inflation loop, which may become self-fulfilling.

Long run

Structural factors: the greenflation

Structural factors such as the energy transition will add to inflationary trends in the medium/long run. This, coupled with the still limited production capacity of renewable energy and high demand for commodities needed in the transition, will push up the energy bill and boost green transition-related commodity prices.

Structural factors: the greenflation