3 reasons why you shouldn’t ignore inflation

Livewire Exclusive

Livewire Markets

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.


Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.