Inflation’s Uncertain Path Puts Premium on Agility
Although we came into the year expecting inflation to exceed consensus forecasts by a significant amount, we underestimated the size of the surprise.
PGIM Wadhwani is a quantitative liquid alternatives, macro investment firm based in London.
Although we came into the year expecting inflation to exceed consensus forecasts by a significant amount, we underestimated the size of the surprise.
Dr. Sushil Wadhwani, PGIM Wadhwani's CIO, shares his views on the biggest risks and opportunities in the market given the quickly changing economic environment.
Inflation is likely to spike in coming months for reason's ranging from pent-up consumer demand to massive fiscal stimulus.