Will Kenney, Senior Fund Manager, highlights the inflationary pressures created by an earnings recovery across a number of sectors. He examines the reasons behind this and reviews whether the rise in inflation is likely to be transitory or more permanent. Will also reviews the Global Equity team’s Corporate Life Cycle investment process focusing on the ‘accelerator’ and ‘mature’ stages.
Past performance is not a reliable indicator of future results. The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the presenter’s own and do not constitute investment advice.
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