Inflation is back, and the big question now in the minds of monetary policymakers around the world is will its return be temporary? The uncertainty of this is reflected in all financial, securities and commodity markets this summer reflected in the volatile markets faced by asset managers, insurers, and other financial services providers in the first six months of this year.
As the global guessing game continues about the outcome, and its duration, as well as its medium term impacts, in terms, for example of permanently higher interest rates perhaps, we examine the possibilities and the potential impacts in the world of finance.