Reflation 2021 – empirical and practical perspectives

Presented by

Mark Richards (Jupiter), Yujun Lin and Nathaniel Foster (SGX), Philip Lawlor (FTSE Russell)

About this talk

Growth and inflation expectations – what the experts think A webinar with SGX and Jupiter Asset Management Fiscal policy support, loose financial conditions and continued monetary accommodation have been broadly positive for risk assets. The post-crisis global recovery is progressing at different speeds, governed largely by vaccination progress and the scale of government support. While ISM survey data and breakevens inflation signal rising cost-push price pressures, core inflation remains subdued and likely to reflect mostly base effects and other transitory factors near term. During this webinar our panel of experts will elaborate on: • The geography and taxonomy of the empirical data as they are recorded, • Navigating the opportunities and risks that reflation presents, • Tools for investors to play the reflation theme.
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