NAOS News & Insights

Inflation: an investor’s friend and foe | NAOS Asset Management

April 26, 2022

Inflation: an investor’s friend and foe | NAOS Asset Management

Inflation: an investor’s friend and foe | NAOS Asset Management

Published via Livewire 21st April 2022

The data is showing it, central bankers are focusing on it and the community are feeling it at the fuel pump, the food aisle and through friendly conversations at the café. After more than two decades of ‘nothing to see here’, inflation appears well and truly set for a comeback. With ultra-low interest rates soon to be a thing of the past, how should companies and investors alike pivot their thinking around investment decisions to factor higher inflation? And amongst the doom of higher prices, are there reasons to be more positive about the prospect of inflation in equity markets?

Read the full article by Sebastian Evans (CIO, NAOS Asset Management)