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Webcast: Inflation on the rise? Our experts discuss what it means for institutional investors.

David Tulk and Ilan Kolet discuss expectations of rising inflation and what it means for investment portfolios and asset allocation.


  • Taking proactive steps is vital in alleviating pressure when it comes to inflation.
  • Most of the first round of pandemic-related impacts on the CPI and on inflation measures will fade by the end of 2021.
  • As we emerge from the pandemic, labour will have stronger bargaining power leading to wage growth.
  • Governments want to encourage a little more inflation as it removes some of their real debt burden and if central banks are willing to tolerate that inflation, it will result in strong growth.

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