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Much Ado about Inflation

With inflation the topic of many conversations right now, Jack McIntyre and Katie Klingensmith have their own discussion on the current inflation situation in the U.S. and globally. They assess the potential for inflation expectations to open the door for a wage-price spiral, explain why today’s environment is not a repeat of the 1970s, and provide their take on which global bond markets could benefit as inflation peaks and recedes.

Press play below to listen to the full commentary.

Groupthink is bad, especially at investment management firms. Brandywine Global therefore takes special care to ensure our corporate culture and investment processes support the articulation of diverse viewpoints. This blog is no different. The opinions expressed by our bloggers may sometimes challenge active positioning within one or more of our strategies. Each blogger represents one market view amongst many expressed at Brandywine Global. Although individual opinions will differ, our investment process and macro outlook will remain driven by a team approach.