Where to from here for inflation?

Loading player...
Most of us are familiar with what inflation means for our pockets – we can all attest to how inflation has affected the cost of goods and services over time – but inflation also has numerous implications for the markets and our investments. A great reflation versus inflation debate dominated discourse in global fixed income markets during the first quarter of the year, and “where to from here for inflation?” seems to be a key question hanging over the markets. So, what is the difference between inflation and reflation, and how are your investments impacted? Londa Nxumalo, portfolio manager at Allan Gray, joins Kaya Bizz to explain it all.
5 May 2021 English South Africa Investing · Investing

Other recent episodes

Allan Gray - Evaluating Your Investment Manager

Guest: Nomi Bodlani, head of Private and Direct Clients at Allan Gray. After a turbulent six months, investors could be forgiven for looking to eliminate risk altogether. But eliminating risk entirely is not possible (or a good idea): Successful long-term investing is about balancing the risk of loss and the…
5 Aug 15 min

ALLAN GRAY – Lessons for investing in uncertain times

GUEST - Tim Acker - Portfolio manager at Allan Gray With 2024 being an election year for almost half the world’s population, including South Africa, the US and the UK, many investors are worried about what the future holds and how it will affect their wealth. But the times we…
9 Apr 2024 9 min

ALLAN GRAY – How to achieve a sustainable retirement income

GUEST – Richard Carter - Head of Assurance at Allan Gray According to industry stats, the average South African retiree can replace just 31% of their monthly income when they reach retirement. Most income-earners face the very real risk of outliving their retirement nest egg. Richard Carter, head of Assurance…
12 Mar 2024 15 min