Post Pandemic Inflation Cycle II

Post Pandemic Inflation Cycle II

In this video, Thanos explains why inflation is not dead, but hibernating and about to wake up. He further talks about the number of factors that raise inflation above market expectations which impact both developed and emerging markets and particularly those which are resource and commodity importers.      
Overview

Inflation is expected to come back not in the near term and not through an inflationary crisis - as we have the tools and the know-how to battle that. These are likely to have an effect on both developed and emerging markets and, in particular, on resource and commodity importers.

Key learning objectives:

  • Identify the 5 key reasons that may cause inflation to return

  • Explain each of the above reasons in detail

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Summary
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Expert
Thanos Papasavvas, CFA

Thanos Papasavvas, CFA

Thanos is the Founder and Chief Investment Officer of ABP Invest, which he established in 2015 to provide strategic outlook and research on geopolitics, economics, markets and FX for financial and non-financial institutions. Prior to founding ABP Invest, Thanos worked at Credit Suisse Asset Management, Investec Asset Management and the UK Government Economic Service.

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