Investment Uncut: Is slugflation the new reality for investors?

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Markets have remained resilient despite rising geopolitical tensions but are investors underestimating the risk of stagflation, or even a more prolonged period of “slugflation”? As the Iran conflict evolves, its impact on inflation and growth could create a more challenging backdrop than markets currently reflect. 

In this episode of Investment Uncut, we explore with Paul Gibney, how these pressures are feeding through into the global economy, what history tells us about stagflation, and what it means for investors – from sector risks to whether markets are too complacent about a sustained low-growth, high-inflation environment 'slugflation' economy. 

What’s one thing you would like listeners to take away?

• A world of slower growth and persistently higher-than-target, more volatile inflation may be the world we are entering.