Giles Marriage, investment manager and director of institutional sales at Thesis Asset Management, looks at three of the most likely inflation scenarios the UK is facing.
The manager said rising UK inflation coupled with modest economic growth could make returns harder to come by in the coming years, more so than is currently predicted by many investors. He has detailed three inflation scenarios including stagflation, inflation fuelled by Trumponomics and 'twilight zone' inflation. Thesis cuts back UK exposure in anticipation of 'referendum hangover' With the UK inflation reaching 1.8% in February, its highest level since June 2014 and set to rise to above the Bank of England's target of 2% within a year, Marriage said stagflation is the least lik...
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