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By David BRETT, Investment Writer Fund Manager, Schroders
We spoke to two experts who argued the case for and against inflation in the near future and what it means for investments.
Abdallah Guezour, Head of Emerging Market Debt and Commodities, and Keith Wade, Chief Economist, discuss the outlook for inflation in the midst of the Covid-19 crisis. Abdallah argues the case for inflation and explains why we could see inflation between 4-6% in the next five years.
Keith argues the case against inflation, seeing the lingering impact of Covid-19 keeping a lid on demand and potentially causing a deflationary shock.
Both scenarios could have a major investment implications. They discuss the potential winners and...
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