The Age of Scarcity Part 1: The inflationary impact of government spending
blog.variantperception.com
In the coming decade governments will no longer hide behind the “invisible” hand of the market. They will be forced to make explicit choices on how society allocates resources. We think portfolios need to be positioned for structurally higher inflation.
The Age of Scarcity Part 1: The inflationary…
In the coming decade governments will no longer hide behind the “invisible” hand of the market. They will be forced to make explicit choices on how society allocates resources. We think portfolios need to be positioned for structurally higher inflation.