Should We Fear Inflation

The Big Conversation: Aired: 2021-04-14 This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the likelihood of inflation data taking off from here as we start to see the impact of base effects from last year’s pandemic bust. Economists are upping the ante with bolder and bolder forecasts for growth, but these impacts may be very short-lived. The dollar and yields may be self-correcting, and China’s restocking may now be complete. In this week’s Chatter, LSEG’s Head of Investment Research EMEA, Marlies Van Boven discusses the rise of smart beta strategies, which are becoming an increasingly important part of the investment landscape.