Inflation: Mirage or Oasis? | Nucleus Investment Insights

Nucleus Wealth’s Chief Strategist David Llewellyn Smith, Head of Investments Damien Klassen and Head of Advice Tim Fuller discuss if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures
 
On the agenda:
  • Inflation factors: commodity prices, supply disruptions, structural & cyclical factors
  • Deflation factors: wages. China & expectations
  • How to invest in inflation
 

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Tim Fuller is Head of Advice at Nucleus Wealth.