Is it time to take talk seriously about inflation?

In Citywire Selector, AAA-rated Rogier Quirijns, head of European real estate at Cohen & Steers and Nathan Sheets, chief economist at PGIM Fixed Income, discuss positioning and whether there is a short-term threat of inflation returning to markets.

‘If all the stimulus packages do lead to above target inflation, we do believe the listed market will be better prepared with lower gearing versus the private market.’ – Rogier Quirijns, Cohen & Steers.

‘Central bankers today are trying to nudge inflation and inflation expectations upward, but for a variety of reasons that is proving to be a challenging endeavour.’ – Nathan Sheets, PGIM Fixed Income.