Let's talk
S7 Ep. 30

Investment Uncut: Is slugflation the new reality for investors?

Investment Risk

You can listen to our podcasts online via the player below or search for 'Investment Uncut' and review, rate and subscribe on Apple PodcastsSpotifyPocket Casts or SoundCloud.

Markets have remained resilient despite rising geopolitical tensions, but are investors underestimating the risk of stagflation, or even a more prolonged period of “slugflation”? As the Iran conflict evolves, its impact on inflation and growth could create a more challenging backdrop than markets currently reflect. 

In this episode of Investment Uncut, we explore with Paul Gibney how these pressures are feeding through into the global economy, what history tells us about stagflation, and what it means for investors – from sector risks to whether markets are too complacent about a sustained low-growth, high-inflation environment 'slugflation' economy. 

What’s one thing you would like listeners to take away?

  • A world of slower growth and persistently higher-than-target, more volatile inflation may be the world we are entering.

Investment Uncut: Is the Iran war nearing an end and what it means for energy markets and investors?

Listen now

Subscribe to LCP podcasts

Dive into expert insights with LCP’s podcast range: Energy, Investment, Insurance, and megatrends facing businesses today. Listen & subscribe across all major audio platforms.

Subscribe