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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 nowEach LCP Investment Uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP does not provide any warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. Past performance is not indicative of future returns. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.
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