What is Up with Inflation?

Podcast
27 min listen
April 29, 2021
In this episode

Greater economic growth plus fiscal and monetary stimulus has reignited inflation fears that may not be so easily dismissed. We discuss market expectations and strategies in the face of sustained inflation — which many today have never experienced. Hear our discussion with Andy Sparks, head of portfolio management research and Dimitris Melas, head of core equity research.
Listen
Spotify
Apple
YouTube
Transcript
Featuring

Subscribe today
to have insights delivered to your inbox.

Perspectives Podcast

Join us as we explore the issues global investors are talking about and uncover insights from industry experts that help keep it all in perspective.
Explore More

Fixed Income 2021: Climate, Credit & Inflation

Andy Sparks and Oliver Marchand from MSCI Research, discuss the cumulative effects of the pandemic on the fixed income market and the emerging trends for 2021.
Watch the Video

Government-Bond Yields and Inflation

The steep and largely negative U.S. real (inflation-adjusted) yield curve represents one of the most striking developments in the government-bond market since the onset of the pandemic.
Explore the Chart

The content of this page is for informational purposes only and is intended for institutional professionals with the analytical resources and tools necessary to interpret any performance information. Nothing herein is intended to recommend any product, tool or service. For all references to laws, rules or regulations, please note that the information is provided “as is” and does not constitute legal advice or any binding interpretation. Any approach to comply with regulatory or policy initiatives should be discussed with your own legal counsel and/or the relevant competent authority, as needed.