S3 Ep. 12 A new inflation era with Jon Camfield

Investment Uncut

In this week's episode, we’re talking inflation with LCP’s Jon Camfield. We catch up on the latest inflation stats, how investors and pension schemes should think about these, and get onto the big question: Is this a temporary or a structural shift into a new regime? Have we got lazy over the last two decades with low and stable inflation? And what conventional assumptions would need to change if we enter a new regime?