The inflation dragon is returning

Although the most notable risk for the global economy at the start of 2010 was growth (with many analysts predicting a double-dip recession), much has changed on the global landscape in the space of 12 months. At the start of 2011, rising global inflation is the most significant threat to economic prosperity. Matthew Sherwood, Perpetual’s Head of Investment Market Research discusses the 2011 outlook and concludes that central banks have some difficult challenges ahead of them and that for the first time in many years, advanced economy sharemarkets may outperform their emerging economy peers.

 Read more in January 2011 editon of Perspective