- Wages are rising rapidly to try to keep up with the pace of inflation. We think that this is leading us to the early stages of a wage price spiral.
- During periods of high inflation, traditionally, real assets prosper while traditional assets suffer. So traditional assets typically suffer because most companies, most investments are not good at dealing with inflation.
- Commodity prices respond immediately to supply and demand imbalances, which is why we've seen commodities massively outpace other investments.
For further details see:
How Investors Can Position For Higher For Longer Inflation