Manage episode 288728861 series 2511131
It’s inevitable that the forceful fiscal stimulus and exceptionally loose monetary policy currently in place will result in higher inflation. But, say Rikkert Scholten and Bob Stoutjesdijk, portfolio managers in the Robeco Global Macro Fixed Income team, the impact will be temporary. “There are a number of very strong secular forces keeping inflation in check”. Tune in to hear why they’re not falling for the inflation fearmongering.