Strategy to tame the inflation tiger

AS I write this, we are witnessing the horrors of war in Europe, something my generation thought would never happen again. The loss of human lives and the impact of displacement of millions of people are incalculable.

The effects of the crisis are felt worldwide and investors need to consider what it means for them. From my conversations with clients, the number one concern at the start of the year was inflation and the recent tragic events have amplified this, with the dramatic increase in energy prices.

In this environment, the first instinct of investors is to take money out of the markets. Indeed, client activity we are seeing since the start of the year suggests this narrative is winning to some degree.