EPISODE · May 24, 2021 · 23 MIN
Challenging the inflation consensus
from Good Value | Pragmatic Value Investing · host Antipodes Partners
Portfolio Managers Rameez Sadikot and Alison Savas discuss the outlook for inflation and the structural reasons which the Antipodes investment team believes could result in inflation being skewed higher for longer. Rameez and Alison explain what this means for global stocks and how Antipodes is positioning its portfolios for inflation.
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Challenging the inflation consensus
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