Rising inflation will impact portfolios – what are you doing about it?

2011 Conference - Due Diligence Forum | Magellan Asset Management | 26 August 2011

For years, the developed world has been a major beneficiary of imported deflation for a percentage of its core CPI, as globalisation moved manufacturing capabilities to lower-cost, lower wage emerging markets. This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that this dynamic is running out of steam. As emerging markets wages increase significantly, the core CPI of many developed world ...