This week, Guy Monson focuses on an issue that we have been asked a lot about in client meetings over the last few weeks, and that is the question surrounding how long and how intense the current inflationary shock will be, and what it means for markets and asset allocation.
He looks at the three reasons inflation is rising, whilst also discussing why rising global inflation risks are already prompting central banks around the world to lift rates.
Join his latest Six Minute Strategy to hear more, as well as an update on US bond yields, and the Federal Reserve's latest ethical challenge.