The inflation roller coaster

In 2024, inflation continues to be a major concern for investors due to the volatile economic environment caused by varying trends in goods and services prices. While goods inflation has slowed down because of resolved supply chain issues, services inflation remains elevated due to rising shelter costs and wage growth. This video highlights the importance of maintaining overweight positions in assets like Treasury Inflation-Protected Securities (TIPS) and real assets equities, which have historically performed well during periods of rising prices.