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No need to fear an inflationary accident – just yet

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Content provided by Robeco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robeco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

70 episoade

Artwork
iconDistribuie
 
Manage episode 288728861 series 2511131
Content provided by Robeco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Robeco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

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.

  continue reading

70 episoade

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