With inflation over 6% in the US and at 3% locally, investors could be forgiven for worrying about what it could do to returns. But as Jasmin Argyrou from Credit Suisse points out, investors need not fear inflation – assuming they have exposure to equities in their portfolio.
It’s not all good news though, inflation can eventually become a problem. However, Argyrou says we’re nowhere near that level currently.
In this short video, she explains Credit Suisse’s outlook for inflation, and how they’re positioned as a result.
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