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Inflation: Concerns about inflation remain low among fund managers, but a small minority believe markets could be facing a more structural shift. One factor that could have a long-term effect on inflation is the amount of government support in the markets. Read it here on Private Debt Investor.

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They said it

“We are mindful and concerned about inflation. We have a combination of supply constraints, labor cost inflation and general price inflation across a multitude of sectors and this could be more permanent than markets are currently giving credit.” 

Anthony Robertson, managing partner and chief investment officer of Cheyne Strategic Value Credit, talks about inflation concerns.


 Today's letter was prepared by Chris Witkowsky

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