1.0Baron & Grant - Professionalhttps://baronandgrant.com/professionalTom Poyntonhttps://baronandgrant.com/professional/blog/author/tom-poynton/Questioning inflation forecasts - Baron & Grant - Professionalrich600338<blockquote class="wp-embedded-content" data-secret="XMiX2mGLjx"><a href="https://baronandgrant.com/professional/blog/2022/11/29/questioning-inflation-forecasts/">Questioning inflation forecasts</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://baronandgrant.com/professional/blog/2022/11/29/questioning-inflation-forecasts/embed/#?secret=XMiX2mGLjx" width="600" height="338" title="“Questioning inflation forecasts” — Baron & Grant - Professional" data-secret="XMiX2mGLjx" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script type="text/javascript">
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https://baronandgrant.com/professional/wp-content/uploads/sites/5/2020/11/JCB-Investors-Chronicle-Column.png10801080Given the speed of events and economic news over recent months, this column returns to the issue of inflation and growth given the continuing disconnect between sentiment and fundamentals as to the outlook – policymakers underestimating the strength of the former, and the weakness of the latter. Relative to portfolio remit, such issues affect not just the extent and nature of exposure to other alternative asset classes, but also the equity strategies employed. Investors need to ensure their portfolios are positioned accordingly, and be prepared to take advantage of the opportunities created.