Commodity prices and inflation

LOcom_AuthorsAM-Salman.png   Salman Ahmed
Chief Investment Strategist

 

LOcom_AuthorsAM-Arnaud.png   Charles St Arnaud
Senior Investment Strategist

 

LOcom_AuthorsAM-Salt.png   Jamie Salt
Graduate Analyst

 

We expect the recent commodity price rise to continue through 2018. What does this mean for inflation and for investors? Here we discuss commodity price dynamics, their potential impact on inflation and the implications for investors. We argue that inflationary pressure is likely to be moderate and that equities and local currency debt in select emerging markets are best placed to benefit from a rise in commodity prices, in our view. READ MORE

 

important information.

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