Economic forecasts predict inflation peaking over the summer months in major economies, before falling back towards the end of the year. While food and energy prices continue to soar and headline inflation levels ratchet ever higher, it can be hard to see what would cause inflation and indeed interest rates to pivot downwards.

We examine the trajectory of inflation from here, also where and whether disinflationary forces might develop. We also discuss how this all plays into our recent tactical asset allocation.

Presented by Seamus Lyons CFA, Senior Investment Manager and Thomas Vogl CFA, FRM, Senior Investment Analyst. Hosted by Lorna Denny, Investment Specialist.