Is Inflation back from the Dead? With "The Macro Tourist" | Nucleus Investment Insights
A key focus area for Nucleus currently is the lack of inflation and stagnant growth we’re seeing worldwide. With that in mind, we brought on ex-fund manager and avid blogger of ‘The Macro Tourist’, Kevin Muir to discuss all things growth, inflation and debt
Topics this week include a background on world markets and why growth and inflation have been so stagnant, Modern Monetary Policy, why Kevin believes inflation is just around the corner and the best option to deal with global debt, our outlook on where we see China and Australia’s economy moving to, and Kevin’s take on why inflation-linked bonds are a great long term investment
If this episode sounds of interest to you, take a look at the episode below or in podcast form here (links are featured at the bottom right of the player if you wish to listen on your preferred platform)
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Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.