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S3 Ep. 12 A new inflation era with Jon Camfield

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Manage episode 308386665 series 2652992
Content provided by Investment Uncut and Lane Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investment Uncut and Lane Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this week's episode, we’re talking inflation with LCP’s Jon Camfield. We catch up on the latest inflation stats, how investors and pension schemes should think about these, and get onto the big question: Is this a temporary or a structural shift into a new regime? Have we got lazy over the last two decades with low and stable inflation? And what conventional assumptions would need to change if we enter a new regime?
  continue reading

167 episodes

Artwork
iconShare
 
Manage episode 308386665 series 2652992
Content provided by Investment Uncut and Lane Clark. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investment Uncut and Lane Clark or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this week's episode, we’re talking inflation with LCP’s Jon Camfield. We catch up on the latest inflation stats, how investors and pension schemes should think about these, and get onto the big question: Is this a temporary or a structural shift into a new regime? Have we got lazy over the last two decades with low and stable inflation? And what conventional assumptions would need to change if we enter a new regime?
  continue reading

167 episodes

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