3 reasons why you shouldn’t ignore inflation

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Miles Staude, Portfolio Manager of the Global Value Fund, says that investors have forgotten about the risk of inflation. “Inflation expectations in the US and globally are about as low as they’ve ever been. Central Bankers are all terrified about deflation. Markets have priced that in. Our view is that’s a dangerous game. When you get to maximum market bearishness, when markets are really pricing inflation out, the risk of a negative surprise is quite high. In this video Miles outlines three things that’s he’s seeing globally that suggest an “inflation surprise” might be on its way.

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