Investment Conundrums: Ravenscroft's Boscher on being in a 'world in transition'

Inflation dividing the industry

The CIO talks to Elliot Gulliver-Needham about why the industry is at a crossroads post-pandemic.

With the pandemic coming to an end, we are currently living in a "world in transition," that could see us return to normalcy or spiral into the economic unknown, warned Ravenscroft CIO Kevin Boscher. He said that he had "personally been in the disinflation camp for the past 20 years, pretty much all of my career". Trends such as an ageing population and the growth of technology meant that he has always expected inflation to remain low over the long term. Now, he feels, the world is "just about still there". Inflation Boscher explained that he currently saw market analysts as ...