Monthly Market Analysis – Plus the forces behind “sticky inflation”
In this week’s Shard Capital Podcast, Neil Williams, Head of LeifBridge Investment Services and Ernst Knacke, Head of Investment Research at Shard Capital discuss the outtakes from our monthly Global Investment Committee (GIC), the potential forces behind the sticky inflation, and how this impacts investors.
- 00:00 intro
- 00:26 Global Investment Committee Update: Navigating Inflation
- 01:12 Inflation’s Persistence and Its Economic Implications
- 04:32 Exploring the Drivers Behind Sticky Inflation
- 05:50 The Housing Market’s Role in Inflation Dynamics
- 10:29 Rentier Capitalism and Its Impact on the Economy
- 14:17 The Future of Inflation and Economic Strategies
- 21:24 Investment Insights: Hedges Against Inflation
- 23:02 Closing Thoughts and Next Steps
Listen in on the conversation below 👇🏼
Recorded on the 2nd May 2024
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