Dear voornaam,

A focus on inflation

The conflict in Ukraine has delivered a commodity price shock similar to that of the early 1970s, shattering hopes that the inflationary uptick may prove to be transitory. As inflation reaches multi-decade highs, we analyse what is driving inflation across the world and consider what central banks need to do to bring inflation back to target levels.

In this report, we share insights into how inflation may evolve in the coming months, by reflecting on past inflation cycles and how they impacted investments. We cover:

1.	What history teaches us
2.	What is driving inflation around the world
3.	Predictions for the path of inflation

Above the cloud: Investment opportunities across the value chain

Arm yourself with knowledge and insights on inflation so you can provide reassurance and guidance to your clients.

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