Thought Leaders
Inflation
To understand whether Inflation is transient, investors are looking deeper into the numbers. Inflation may be more transient than they realised.
May 2022
Multi-AssetWould You Be Surprised
Professional Investors have recently been rotating their portfolios based on the view that inflation is not going away soon. But is this a given?
Looking at headline CPI alone does not tell the whole picture. Digging into the US core CPI excluding food and energy costs, the 'other' drivers of inflation recorded a mediocre 0.3% increase in March in the US - the slowest pace in 6 months.
The world has had time to re-group and re-plan. And as such, the 'other' factors driving inflation - tight labour markets, supply-chain disruption and pent-up demand for a return to normal living - are resulting in a re-normalisation that supports the 'transient is back' argument.
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