With inflation rising at the beginning of the year at a level not seen for more than a quarter of a century, central banks are facing a dilemma and are being forced to raise rates faster than expected. Uncertainty about the impact of rate hikes, compounded by the current geopolitical situation with the conflict between Russia and Ukraine, is causing investors to fear a possible recession. Asset managers are now obliged to adapt their investment strategies in order to be able to offer advantageous solutions that allow investors to protect themselves from inflation or to take advantage of the current environment.

Inflation/growth : The big gap on the markets?

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  • Stéphane Déo
    Stéphane Déo

    Head of markets strategy

  • Rémi Lamaud
    Rémi Lamaud

    Solutions expert

  • Alexandre Caminade
    Alexandre Caminade

    CIO, Core Fixed Income and Liquid Alternatives

  • Abdel-Rani Guermat
    Abdel-Rani Guermat

    Inflation portfolio manager