Author profile

James Thompson

Fund Manager Assistant

Years in the bond markets: 14

Specialist subjects: Economics

Likes: Guinness, cricket, cycling, house music, Champions League curry nights

Heroes: Arthur Guinness, Ian Botham, Miguel Indurain, Frankie Knuckles

More on the impact of inflation on equities



A few months ago, Anthony wrote about inflation hedging (see here) and referred to an IMF paper which suggested that ‘traditional asset classes’, most notably equities, don’t fare well if inflation increases, which is something to bear in mind when trying to protect a portfolio against increases in the level of prices.

Francesco Curto at Deutsche Bank recently released a research piece that c…

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