Confusion concept of coloured arrows intertwining

Investing in the Age of Confusion

van der Welle says, ”We find that the bar for inflation becoming entrenched is pretty high and recessions, which we expect one way or another, are highly disinflationary. However, a right-hand skew to the expected inflation frequency distribution for developed economies is a key thread for 2023-2027. “

Graphic illustration of dice and board game

Where I’m putting the money: David Paradice

Price is what you pay, value is what you get. If you were trying to play the inflation, then you’d be going into some of the miners, some of the energy, some of the commodity producers, some of the resource companies, says David Paradice.