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Is the Inflation Genie back in the Bottle? This is the major macro question for investors right now. The answer will determine whether rates can fall, as opposed to sticky inflation and strong US growth seeing rates remaining higher for longer. It will determine whether low rates and a soft landing can dominate the economic narrative, as opposed to a slower growth regime that eventually sees credit impairments.
In this paper we set out the Daintree view on inflation and outline how our view impacts asset allocation decision-making, both in bonds and across asset classes more widely.
You can read ‘The Inflation Genie back in the Bottle?’ paper here.
