Releasing the pressure-valve on the investible universe

Livewire Exclusive

Livewire Markets

Inflation has emerged as the word on everyone's lips as economies reopen and stimulus continues to flow. But Jasmin Argyrou, portfolio manager and director at Credit Suisse believes that many of the concerns are exactly that: inflated.

Inflation has appeared for the past 10 years, just not in the goods and services we consume. Instead, argues Argyrou, inflation has appeared in the investible universe including houses, equities, bonds, art, vintage wines and even cryptocurrencies. We shouldn't be too concerned about "runaway inflation" because we've already released the pressure valve on inflation, she told us in the video below.

A return to normal levels of inflation is good for investors and risk assets. In this video, Jasmin highlights that context is crucial when using the inflation outlook to make investment decisions and unpacks the distortive effects of our vigorous V-shaped recovery.

Learn more

Credit Suisse Private Banking specialises in asset diversification, holistic wealth planning, next generation training, succession planning, trust and estate advisory, philanthropy. For further information on how they can help you, click the contact button below.

........
Livewire gives readers access to information and educational content provided by financial services professionals and companies ("Livewire Contributors"). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.

1 contributor mentioned

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.

trending on livewire
Get the best of Livewire by signing up to our popular daily newsletter