The drivers behind the low inflation of the past three decades are changing
Thursday 07 Oct 2021 Author: Daniel Coatsworth
The inflation story is not going away. In recent sessions we’ve seen an increasing number of companies talk about pressure on profit margins from rising costs and they are going to do everything they can to pass that on to the end customer. Investors must therefore think hard about their portfolio and how it might be affected if inflation keeps rising. While supply chain issues have been a key...