The most important risk to be thinking about now

Dr Pippa Malmgren | Canonbury Group, in assoc with Ironbark Asset Management | 01 March 2011

The question every investor has right now is ‘are we in a bubble’? There’s no doubt that the huge infusion of free money into the world economy by every government from the US to China has created enormous price movements.

But the single most important risk to be thinking about now is inflation risk.

We’re seeing inflation numbers start to jump up all over the ...