How Hot is the Investment Pot?

Wednesday 10 March 2021

Insights Paper, Amundi Institute

Rising prices of food and energy due to base effects, increasing consumer demand and hopes of strong fiscal stimulus are firing-up inflation expectations. While some argue that all this policy support will lead to even higher inflation, others believe the weak labour market and subdued job growth would not allow inflation to go out of control, especially in the near-term. But what is clear for investors is that they should start considering the ‘inflation impact’ on their portfolios

Actionable Implementation Ideas from Amundi Investment Insights Unit